*Walter Bloomberg
@DeItaone
参加 August 2014
38 フォロー中 1.4M ファン
NO FED CUTS UNTIL 2027?
Barclays now sees the Fed on hold through 2026, with just one cut in March 2027 as inflation stays above 3% and oil prices remain elevated.
Markets are aligning: Kalshi odds of a cut before 2027 have fallen to ~45%.
Resilient growth + sticky inflation = higher-for-longer rates.
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