FED BLINKS: RATE CUTS BACK ON THE TABLE
FED SIGNAL — POLICY SHIFT INCOMING
The market just received a critical signal.
Fed Governor Christopher Waller stated that inflation could begin cooling over the next 3–4 months — a timeline that materially changes the policy outlook.
Why this matters Once inflation data confirms the trend, the Federal Reserve could start cutting rates at a measured pace. Markets don’t wait for official action — they move ahead of policy shifts.
This is one of the clearest indications so far that the Fed is preparing to move from HOLD → CUT.
What to watch closely • Upcoming CPI releases
• Confirmation of a sustained disinflation trend
• Changes in forward guidance language
Historically, when inflation rolls over, risk assets react first.
Positioning ahead of a potential policy pivot is becoming increasingly relevant.
