Actualización del Mercado: 28 de enero de 2026 - Decisión de la Fed esta Noche: Espere el Mensaje, No el Movimiento

Markets head into the session focused on tonight’s interest rate decision from the Federal Reserve, though the decision itself is unlikely to deliver fireworks.

Rates are expected to remain unchanged. As usual, the real interest lies in the wording and whether the Fed signals growing confidence that inflation is finally under control.

Inflation Keeps the Fed Cautious

Price pressures have eased, but not convincingly enough to justify comfort. Services inflation remains sticky, wage growth is still being watched closely, and the Fed has little incentive to rush.

Chair Jerome Powell is expected to stick with familiar language: progress acknowledged, patience required. Markets hoping for a clear timeline on rate cuts are likely to be disappointed again.

The Economy Isn’t Forcing Their Hand

Growth is slowing gradually and the labour market is cooling without cracking. That’s close to ideal from the Fed’s perspective, but it also removes any urgency to act.
Good data, for now, keeps policy restrictive.

What Matters for Markets Today

With no rate change expected, markets will react to tone rather than action. Any hint of increased confidence on inflation could move yields lower, while a more guarded message may remind investors that rate cuts remain conditional, not guaranteed.

Early volatility is likely, but retail investors should be wary of over-interpreting the first move.

Bottom Line

Tonight’s Fed decision is about managing expectations, not changing direction. The central bank is steady, inflation is improving but incomplete, and patience remains the preferred strategy, whether markets like it or not.

¡Bueno, hasta la próxima, que operen todos de forma segura!

Por James Trescothick
Jefe de Investigación de Mercado y Análisis de Mercado

Descargo de responsabilidad de riesgo: Esta información es solo para fines educativos y no constituye asesoramiento de inversión. Los mercados financieros implican riesgos, y el rendimiento pasado no es indicativo de resultados futuros. Siempre realice su propia investigación y busque asesoramiento profesional antes de tomar decisiones de inversión.