Fed’s Hammack: Forget a Fast Return—2% Inflation Is 2–3 Years Away
Fed’s Beth Hammack shatters hopes for quick relief: 2% inflation won’t return until 2027 or later, with recession risks climbing and rate cuts abandoned.
UBS Boosts Dollar Forecast Despite Slower Fed Cuts, Crediting U.S. AI Edge
UBS bets the dollar stays dominant through 2025 as AI rewrites America’s economic playbook—but three critical risks could shatter this forecast overnight.
Powell’s December rate cut signal just evaporated. Markets mispriced everything, the Fed is fractured, and your portfolio strategy needs an immediate recalibration.