Federal Reserve officials have been signaling that further interest rate cuts are on hold for now given slowed progress on inflation and a still-strong U.S. economy, but minutes from the central bank's December meeting may show just how deeply that sentiment is shared among policymakers facing a newly uncertain economic environment under the incoming Trump administration.

The next Federal Reserve meeting is unlikely to deliver a fourth straight rate cut. When will the next rate cut come, and why does it matter for the S&P 500?

I believe the Fed will cut interest rates a little more aggressively than the market expects. Companies in the financial services and real estate sectors could be particularly big beneficiaries. EPR Properties and SoFi are two that could be big winners -- if I'm right.

The United States central banking system, the Federal Reserve, is less likely to cut rates this month during its regularly scheduled two-day meeting following stubbornly rising inflation.