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While expectations for the Fed’s interest rate policy in 2026 point to limited easing, statements from market participants and the Trump administration reveal differing perspectives on monetary policy.
BlackRock strategists Amanda Lynam and Dominique Bly note that the Fed has already implemented a total of 175 basis points of rate cuts in its current cycle, bringing it closer to a neutral rate. According to the strategists, unless there is a significant weakening in the labor market, the room for further aggressive rate cuts in 2026 is quite limited. LSEG data also indicates that market pricing reflects expectations of only two rate cuts in 2026.
On the other hand, political and economic assessments of the Fed are also noteworthy. Officials from the Trump administration stated on Tuesday that the US economy could achieve a 3% growth rate, and in this scenario, the Fed could continue with interest rate cuts. The administration believes that strong growth can be sustained without creating inflationary pressure.
Joe Lavorgna, an advisor to US Treasury Secretary Scott Bessent, described the current economic outlook as “growth without inflation” in an interview. Lavorgna stated that deregulation and growth-promoting policies implemented during the Donald Trump administration increased capital spending and supported supply-side expansion. According to Lavorgna, if the economy continues to grow thanks to increased supply, downward pressure on inflation will be created.
*This is not investment advice.