Скачать или смотреть Fed May PAUSE Rate Cuts for Months – Inflation Still Too High

The Fed just pumped the brakes on rate cuts and markets need to pay attention.

Cleveland Fed President Beth Hammack dropped a major signal today that could reshape your investment strategy heading into 2026. Despite recent rate cuts, the central bank is preparing to hold interest rates steady for potentially months to come.

Here's what's driving this hawkish stance:

Inflation is still running hot at 2.7 percent, well above the Fed's 2 percent target. But it gets more concerning. Hammack warns that traditional inflation measures might actually be understating the real price pressures building in the economy.

This means the easy money party might be over sooner than Wall Street expects. If you've been banking on aggressive rate cuts in 2025, it's time to recalibrate those expectations.

What should you be watching now?

First, monthly inflation data releases will be critical. Any uptick could cement the Fed's pause.

Second, employment numbers remain key. A strong labor market gives the Fed cover to keep rates higher for longer.

Third, and this is the wildcard, tariff-related input costs. As we move through 2025 and into 2026, trade policy could add unexpected inflationary pressure that forces the Fed's hand.

The bottom line: Markets may be pricing in rate cuts that simply aren't coming. This disconnect creates both risks and opportunities for savvy investors who stay ahead of the curve.

Don't get caught off guard by what the Fed does next. Understanding these policy shifts now could be the difference between protecting your portfolio and watching gains evaporate.

Stay informed. Stay prepared. And keep watching this space for the latest Fed developments that move markets.