★State Street strategist still sees three rate cuts in 2026. The market expects zero.
Strategic Analysis // Ian Gross
"This divergence between a major bank's forecast and market expectations creates significant uncertainty. If State Street is right, investors are underpricing potential market shifts, impacting bond yields, equity valuations, and economic growth. This gap highlights a key risk for portfolio positioning in the coming months."
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The Big Market Report Take
So, State Street's strategist is still holding out for three rate cuts this year, while the market's basically saying, "not a chance." Someone's going to be very surprised, and my money's not on the guy who thinks the Fed's got a secret plan.
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