đš Fed Rate Cuts Are Coming⊠Just Not Right Away đ
The Federal Reserve isnât done yetâbut donât expect rapid moves.
đĄ UBS says: Cooling inflation keeps the door open for rate cuts in 2026. Even after strong jobs data, the broader trend favors easing later this year.
đ Market expectations: ~50bps total cuts, with the first likely in July. The pivot story is alive⊠just delayed.
Why it matters:
đ Stocks may get a boost
đ° Borrowers could see relief
đ Crypto & risk assets may rally
â ïž Timing is key: If inflation stays strong or the labor market overheats, rate cuts could be pushed further outâshaking up expectations fast.
For now, the message is clear: Rate cuts are coming⊠but patience is required.
đ„ Big question: Will the Fed act before markets lose faith?
$OG