No Cut in January or 2026? Interest Rate Roundtable Ahead of FOMC Meeting
Schwab Network
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January 24, 2026 at 11:15 PM UTC
Bullish
95% Confidence
Watch on YouTube
Key Points
- Both guests anticipate the Fed will keep interest rates unchanged at the upcoming FOMC meeting and likely throughout 2026.
- The decision is driven by firm inflation, loose financial conditions, and a tight labor market, despite political pressure to lower rates.
- The economic outlook is positive, with solid growth and strong corporate profits, leading to a recommendation to be long stocks.
- Bitcoin is discussed as an alternative to the dollar, but gold and silver are currently preferred as tangible hedges against uncertainty.
AI Summary
Financial experts discuss the upcoming FOMC meeting, predicting no interest rate cuts in January or potentially throughout 2026 due to strong economic data and persistent inflation. Despite political pressure, the Fed is expected to maintain its current policy, leading to a bullish outlook for equities and a neutral stance on bonds.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| Gemini 2.5 Flash | Bullish | 95% |
| Consensus | Bullish | 95% |