"Anticipating the Fed's Imminent Rate Cut Deadline and Its Impact on the Stock Market"

Investors had hoped for multiple rate cuts this year, but the new consensus suggests the first cut may come at the Fed's September meeting due to unexpected inflation. Analysts are now questioning whether any rate cuts will happen at all, with some suggesting a potential deadline for action in July. The upcoming presidential election adds complexity, as the Fed historically has made rate moves in election years. Wall Street analysts are recalibrating their expectations, with some predicting a cut in December while others suggest a possible earlier cut in June to make policy less restrictive.