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Some Fed Officials Unconvinced Of Rate Cut Case: FOMC Minutes
"Several participants observed that high-income households were increasingly doing better, economica
Future path seems pretty clear. FOMC will deliver an easing cycle, perhaps 150-250bp, over the coming years, regardless of inflation, other economic data or, probably, market action. As a cherry on top, also end QT. Some uncertainty on much easing is done before June 2026 and how much after. That’s not much uncertainty, just cake today vs cake tomorrow.