#WarshFedPolicyOutlook 👀
Fed rates are still sitting at 3.5%–3.75% and for now… the Fed is basically in wait-and-watch mode. No fresh rate cuts yet, and officials keep saying they need clearer proof inflation is really cooling.
Inflation progress has stalled, jobs are still holding up, and that’s why people like Bostic are fine with keeping rates steady. On top of that, Trump pushing Kevin Warsh for Fed Chair is adding political noise — and more uncertainty about how independent the Fed stays.
Markets are betting March = no change, but later in 2026 things get blurry. Some expect 1–2 cuts, others think no cuts at all if inflation doesn’t behave.
So the big question 👇
Do you think the Fed cuts later in 2026, or are rates staying higher for longer? 💬📉📈