US Fed, interest rates
Digest more
From projections of at least 2 rate cuts in 2026, markets are now pricing in a rate hike if bond yields do not cool off.
Economists raised their US inflation estimates and pushed out their timeline for the next Federal Reserve interest-rate cut as the price shock triggered by the Iran war starts to spread beyond higher energy costs.
Fed Rate Cut Timing market shows a current 2.4% YES for a rate cut by June 2026, down from 3% a week ago. Fed Rate Cuts Predictions for 2026 market indicates 61.9% YES for no cuts, up from 57% yesterday.
Kevin Warsh aims for a reform-oriented approach, balancing Trump’s expectations for rate cuts with the Fed’s mandate to control inflation and maintain independence.