IMF: US inflation will delay return to 2% target

The IMF's flagging of a delayed return to 2% matters less as a forecast than as a signal that the policy path everyone has been pricing around may stretch further out. It lands squarely on rate-sensitive corners of crypto and tokenized real-world assets, where yield differentials and duration risk drive flows. The statement carries no revised forecasts or detail, so the substance is thin. Whether the IMF follows with quantified projections, and whether the Fed's own communication shifts in response, is the open question worth watching.