America Thought the Next Move Would Be a Rate Cut. What If It Is a Hike?
For much of the past two years, investors treated lower US interest rates as an eventual certainty. Persistent inflation, resilient demand and a more hawkish Federal Reserve are now forcing markets to confront a very different possibility: the next move in rates may be higher.
ET&A Research · 1 September 2026
For much of the post-inflation monetary policy debate, the direction of travel appeared relatively straightforward.
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