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Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Macro Mondays
Elevated Inflation and Interest Rate Cuts in 2026
Goods deflation is currently being experienced, yet there is a potential resurgence of goods inflation that may coincide with persistently high shelter and insurance costs. Achieving a target inflation rate of 2% appears unlikely in this economic cycle, with projections suggesting inflation rates will remain slightly above this threshold. This scenario sets the stage for significant economic developments in 2026. Despite the inflationary concerns, the prevailing conditions are conducive enough for the Federal Reserve to consider interest rate cuts, particularly as they assess the labor market as a primary factor in their decision-making process.
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