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Interest Rate Cut Odds Rise as Fed Reassesses Tariff Impact

  • Fed minutes indicate most officials support at least two rate cuts in 2025 despite concerns about tariff-related inflation.
  • Goldman Sachs now expects the first rate cut in September citing weaker-than-expected inflation due to tariffs.
  • Polymarket traders give a 50% chance of a September rate cut, with July being unlikely.
  • Recent analysis suggests a shift towards a more relaxed monetary policy as Fed reassesses the impact of tariffs, with predictions of rate cuts earlier than anticipated.

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