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The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

Forward Guidance

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Navigating Market Complexities

This chapter explores the intricate dynamics of the financial markets, focusing on the implications of potential Federal Reserve rate cuts and the appointment of a new chair in 2026. It discusses the influence of interest rates, inflation, and geopolitical factors on asset classes, particularly emphasizing bond markets and the U.S. dollar's status. Additionally, the conversation underscores the significance of fiscal dominance and its potential impact on investment strategies against the backdrop of a shifting global economic landscape.

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