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*Walter Bloomberg
@DeItaone
加入 August 2014
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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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