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ESC
How to Read SEP Fan Charts Without Treating the 70% Band as a Target
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Key Takeaways
  • Table 2 bands are historical RMSE, not FOMC votes
  • Plus-or-minus one RMSE is about 70 percent coverage only under stated assumptions
  • September 2026 short-rate bands: ±0.5, ±1.7, ±2.3, ±2.8 pp for 2026–29
  • The fan is wider than the participant range; the SEP says so
  • Dots are appropriate-policy sketches, not modal outcome forecasts
  • Do not fade 4.1 because 3.6 sits inside the fan
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Risk warning: Historical RMSE bands are not trade levels. This page is SEP methodology, not a USD fade of the September 2026 4.1 percent median and not a forecast of 2027.

Quick Answer#

Short Answer

The SEP fan is ±1 historical RMSE around the median projection. The Fed says that interval is about a 70 percent band if past errors are a fair guide and are roughly symmetric. It is not a take-profit, not the dot-plot range, and not a Committee vote.

Detailed Explanation

The Guide to the SEP and the Forecast Uncertainty box on the 16 September 2026 projections page define Table 2: plus-or-minus the root mean squared error of fall projections made over the previous 20 years by various private and government forecasters. The cited method paper is Reifschneider and Tulip, FEDS 2017-020.

Read this after the dot-plot guide. The dots tell you where people sat this meeting. The fan tells you how wrong similar forecasts have been.

Example

Median 2026 funds rate = 4.1. Table 2 short-rate error for 2026 = ±0.5. The schematic band is about 3.6 to 4.6. That is an interest-rate error interval. It is not EUR/USD at 1.08–1.12.

Common Mistake

Shorting USD because “the fan goes down to 3.6, so they will cut.”

Professional Tip

Write “historical RMSE, not a path” on the screenshot before you tweet it.

What Table 2 Actually Is#

Editorial bars showing official September 2026 Table 2 short-rate RMSE bands widening from plus-or-minus 0.5 percentage point in 2026 to 2.8 in 2029
Official Table 2 widths. Schematic bars, not the Fed’s own fan artwork.

Short Answer

Table 2 is a ruler. The fan chart is that ruler laid on the median.

Detailed Explanation

September 2026 Table 2, short-term interest rates, plus or minus, in percentage points:

Year RMSE band
2026 ±0.5
2027 ±1.7
2028 ±2.3
2029 ±2.8

Other official 2026 rows: GDP ±1.4; unemployment ±0.5; consumer prices ±1.0. The note says errors use projections for 2006 through 2025 released in the fall. The 70 percent language is conditional: unbiased, symmetric errors, past average size. The same box says current conditions may differ from that 20-year average.

Figure 5’s funds-rate note is the sentence desks skip: the confidence interval is not strictly consistent with the funds-rate projections, because those projections are appropriate-policy assessments, not forecasts of the likeliest quarterly funds-rate outcomes. The fan is still published as a broad sense of uncertainty.

If the interval would run below zero, the Fed’s convention is to truncate at zero — the bottom of the lowest target range the Committee has used. That is a charting rule, not a promise about negative rates.

Example

A 2029 ±2.8 band around a 3.6 median is 0.8 to 6.4 before any truncation talk. That is not a 2029 trading range for USD/JPY.

Common Mistake

Treating later-year fans as more “precise” because the median looks smooth. The ruler widens.

Professional Tip

If you keep one Table 2 number next to the 2026 median, keep ±0.5. If you keep one next to 2027, keep ±1.7. Do not mix them.

People-Disagreement Is Not History#

Three stacked intervals for year-end 2026 funds rate: historical fan about 3.6 to 4.6, participant range 3.9 to 4.4, central tendency 4.1 to 4.4
Official Table 1 range and central tendency versus the Table 2 / Figure 5 historical band. Different objects.

Short Answer

Range = today’s 18 people. Fan = 20 years of other people’s forecast errors. The SEP says the first is much smaller than the second.

Detailed Explanation

Year-end 2026 funds rate, 16 September 2026:

Object Interval Meaning
Median 4.1 Middle appropriate-policy midpoint
Central tendency 4.1–4.4 Drops three highest and three lowest
Participant range 3.9–4.4 Every submitted midpoint
Historical fan (schematic) ~3.6–4.6 4.1 ± 0.5

The Forecast Uncertainty box is explicit: compare Figure 1 (dispersion across participants) with the fan charts; dispersion across participants is much smaller than average forecast errors over the past 20 years. Using 3.9–4.4 as if it were a 70 percent outcome band understates historical uncertainty. Using 3.6–4.6 as if it were a vote overstates today’s disagreement.

Qualitative boxes sit beside the fans. September 2026: 17 of 18 participants judged PCE-inflation uncertainty higher than the 20-year norm and weighted PCE risks to the upside. That is not a second fan. It is a tilt the symmetric historical band does not show.

Example

You say “everyone is between 3.9 and 4.4, so 3.6 is impossible.” Table 2 and the SEP’s own comparison say you mixed objects.

Common Mistake

Drawing the participant range on a EUR chart and calling it a fan.

Professional Tip

In the journal, one line for the median, one for the range, one for “fan ±X — not a trade.”

Why FX Desks Still Glance at It#

Short Answer

The fan is a humility tool. It is not a setup.

Detailed Explanation

A tidy 4.1 median next to a ±0.5 current-year band, and a ±1.7 next-year band, is why you do not treat dots as a calendar. It is also why a priced-in hold can still be followed by a year that lands outside this year’s median. Humility is not a short USD ticket.

EUR still prices surprise versus the path, and versus the ECB. A wide fan does not cancel a 14:00 Eastern spread event. Stops still slip. Stay flat if the cash limit fails.

The ECB’s staff scenarios around an energy shock are a different product: assumed intensities, not Table 2 RMSE. Do not paste a Fed fan onto HICP.

Example

You fade EUR/USD because “Fed funds can be 3.6 inside the fan.” The fan did not price the ECB 10 September hike or the next CPI. You used a ruler as a crystal ball.

Common Mistake

Building an EA that fades the median toward the lower fan edge.

Professional Tip

If the only sentence you can write is “we are inside the 70 percent band,” you are describing every typical year. That is not a trigger. Size any later idea from cash risk with the lot calculator.

A Worked Read — 16 September 2026#

Short Answer

Median 4.1, fan about 3.6–4.6 this year, participant range 3.9–4.4, inflation uncertainty judged higher than history. Three facts. Zero permission to fade.

Detailed Explanation

Official package that day: hike to 3.75–4.00%, SEP median path 4.1 / 4.1 / 3.9 / 3.6, longer-run 3.2. Table 2 short-rate ruler as above. Qualitative inflation uncertainty: 17 of 18 “higher.” Your job on the December SEP is to repeat the three-object test, not to keep 3.6–4.6 as a pet range.

Example

Notebook: “Median 4.1. Range 3.9–4.4. Fan ±0.5. Qual: inflation upside. Priced path: ___. Stay-flat: yes/no.” Empty priced-path blank = no trade.

Common Mistake

Screenshotting only the pretty fan and dropping Table 2.

Professional Tip

Save the accessible HTML. Social redraws drop the footnote that funds-rate projections are not modal outcome forecasts.

Key Takeaways#

  • Fan = historical RMSE on the median.
  • ~70 percent is an assumption, not a guarantee.
  • The ruler widens with horizon.
  • Range ≠ fan.
  • Dots ≠ likeliest-rate forecasts.
  • Inside the fan is not a setup.

Glossary#

  • RMSE: Root mean squared error of past forecasts — Table 2’s unit.
  • Fan chart: Median plus/minus those RMSEs (and a truncation rule at zero for the funds rate).
  • 70 percent band: Approximate coverage if errors are unbiased and symmetric.
  • Participant range: Lowest to highest dots today.
  • Appropriate policy: What each person thinks the funds rate should be — Figure 5’s caution.

Checklist#

  • Official SEP open.
  • Table 2 copied for the variable/year.
  • Band added to the median and labelled “history.”
  • Figure 1 range written on a different line.
  • Qualitative uncertainty/risk boxes glanced at.
  • No take-profit placed on the fan edge.
  • Priced-path sentence present before any click.
  • How ECB staff scenarios differ from SEP fans
  • How to read inflation-uncertainty diffusion indexes without a story
  • Why symmetry is a bad assumption near the zero lower bound (the paper’s own caveat)

Frequently Asked Questions

A chart that places historical forecast-error bands around the median projection for GDP, unemployment, inflation or the funds rate. The official widths live in Table 2.

The Forecast Uncertainty box says that under certain assumptions there is about a 70 percent probability actual outcomes fall in ranges implied by past average errors. That is ±1 RMSE if errors are unbiased and symmetric.

No. The range is disagreement among today’s participants. The fan is 20-year forecast-error history. The SEP notes that participant dispersion is much smaller than those historical errors.

Table 2: ±0.5 pp (2026), ±1.7 (2027), ±2.3 (2028), ±2.8 (2029).

No. That interval is an interest-rate error band around a median appropriate-policy sketch. It is not a currency range and not a stop.

The Figure 5 note says they are participants’ assessments of appropriate policy, not forecasts of the likeliest funds-rate outcomes. The fan is a borrowed RMSE around that median.

Participants also say whether uncertainty is higher, lower or similar to the past 20 years, and whether risks tilt up or down. In September 2026, 17 of 18 judged PCE-inflation uncertainty higher and weighted inflation risks to the upside.

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