Markets price sharply higher Fed cut odds

Saturday, November 29, 2025 at 16:00 UTC+01:00 (+0100), United States, Washington, D.C.

News category : Macroeconomic Events

Throughout November 29 markets further increased the implied likelihood of a near term Federal Reserve easing, based on recent inflation prints and dovish comments from some policymakers. Short-dated interest-rate futures priced a materially higher chance of a 25 basis point cut at the upcoming meeting, prompting yield compression and flows into equities and credit. Investors noted the shift into risk assets was amplified by thinner holiday liquidity and positioning ahead of month end. While pricing moved decisively, strategists cautioned that the policy path remains data dependent and that market probabilities could swing quickly around incoming economic releases.

Overall market impact

Strong bullish market impact - strength score : 85/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

US equities

Interest rate futures

USD FX pairs

Investment grade credit

Bank equities

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