The Fed Is Going to Cut... But Then What? | GO Markets Week Ahead
GO Markets
8/12/2025
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US markets are eyeing all-time highs following strong data and earnings reports. Whether these records are achieved will depend on the news flow over the coming days, particularly from the Federal Reserve.
Fed Decision Incoming
The Federal Reserve's two-day meeting will end this Wednesday with a 0.25% rate cut widely expected. But following Friday's encouraging PCE numbers, the bigger question is “Will there be a January cut?” The Fed press conference post-decision will likely the highest signal event for the rest of 2025.
Central Bank Decisions Everywhere
Beyond the Fed, the Reserve Bank of Australia meets tomorrow with a pause expected, as recent data hasn't provided sufficient incentive for another cut. The ECB, Bank of England, and Bank of Japan will also all announce decisions within the next ten days, creating potential volatility across both equity and FX markets.
Big Tech Earnings
Two major AI infrastructure players report earnings this week: Broadcom and Oracle. These reports come at a time when AI valuations are under heavy public scrutiny, however, they will likely take a backseat to whatever the Fed signals about its 2026 path.
Copper Breaks Out
Copper has rallied to a four-month high and is now testing the $5.50 level. After breaching the key $5.25 support level, the market is showing some hesitation in Asia ahead of major data releases and the Fed decision. The July record highs of $5.50 are now within reach, though it is still to be seen if this level holds or if we pull back toward $5.25 support.
Market Insights
Watch Mike Smith's analysis of the week ahead in markets.
Key Economic Events
Stay up to date with the key economic events for the week.
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