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As the Strait of Hormuz remains disrupted and the US labor market has strengthened, we push our forecasts of Fed rate cuts further into the future. We now expect the Fed to remain on hold for the remainder of 2026, and cut twice in 2027.
Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more
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