🚨 Fed Rate Cuts Are Coming… Just Not Right Away 👀
The Federal Reserve isn’t done yet—but don’t expect rapid moves.
💡 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.
📊 Market expectations: ~50bps total cuts, with the first likely in July. The pivot story is alive… just delayed.
Why it matters:
📈 Stocks may get a boost
💰 Borrowers could see relief
🚀 Crypto & risk assets may rally
⚠️ Timing is key: If inflation stays strong or the labor market overheats, rate cuts could be pushed further out—shaking up expectations fast.
For now, the message is clear: Rate cuts are coming… but patience is required.
🔥 Big question: Will the Fed act before markets lose faith?
$OG