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US Markets Brace for Prolonged Rate Cycle as Fed Signals Caution
Fed signals a prolonged restrictive stance, with markets expecting only one rate cut through mid-2026 amid persistent inflation and slowing job growth.
The US Federal Reserve has reinforced its higher for longer interest-rate stance, with markets now expecting only one rate cut by mid 2026. Job growth has slowed, and inflation remains sticky across services categories. Bond markets continue to price tighter financial conditions, while investors look for clearer cues from December economic releases.