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Institutions: Fed Expected to Further Cut Interest Rates, Shift Dollar Stance to 'Cautious'
Summary: According to Jinshi's report, analysts at Orient Huirui stated that with the gradual weakening of the 'American exceptionalism' and tariffs remaining a source of uncertainty, the US dollar is facing structural headwinds this year. Growth expectations for 2026 have been slightly raised from 1.9% to 2.0%, but the overall narrative remains below potential growth. Additionally, ...
According to Jinshi's report, analysts at Orient Huirui stated that with the gradual weakening of the 'American exceptionalism' and tariffs remaining a source of uncertainty, the US dollar is facing structural headwinds this year. Growth expectations for 2026 have been slightly raised from 1.9% to 2.0%, but the overall narrative remains below potential growth. Additionally, analysts suggest that the Fed may cut interest rates twice this year. Uncertainty still exists regarding the next Fed chair, but given President Trump's push for loose monetary policy, they are likely to lean towards rate cuts, analysts said. Orient Huirui has shifted its stance on the dollar to 'cautious'.
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Link: Institutions: Fed Expected to Further Cut Interest Rates, Shift Dollar Stance to 'Cautious' [Copy]
