Wall Street Reassesses Rate Cut Expectations Amid Fed Uncertainty

TL;DR Summary
Market expectations for multiple Federal Reserve rate cuts into 2026 have been reassessed upward due to stronger-than-expected U.S. economic data, leading to a decrease in the likelihood of aggressive easing and a rise in bond yields, while stock markets experienced a three-day decline.
- Wall Street is starting to rethink the need for multiple rate cuts into 2026 MarketWatch
- The Fed’s once oh-so-certain cuts for the rest of 2025 are already fading into oblivion Fortune
- Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief Yahoo Finance
- The Fed’s economic and rate outlook might not add up OMFIF
- Fed’s "risk-management cuts" still in play despite upward U.S. GDP revision - MS Investing.com
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