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Macro

Economists See Fed Holding Rates Through End-2027, Defying Investors

A survey of 48 economists found most expect the Federal Reserve to keep rates unchanged at its September 15-16 meeting and stay on hold through the end of 2027, with only 13 expecting a hike this month. The poll, conducted September 4-9, came before Friday’s latest inflation data and contrasts sharply with investor bets on higher rates.

Original source

AI take

The gap between surveyed economists and market pricing is the real story: it signals genuine disagreement over the policy path, not just a timing mismatch, and that disagreement itself becomes a source of volatility across rate-sensitive crypto and RWA markets. The poll predates the latest inflation data, so the survey may already be stale, which weakens its weight as a signal. Whether investor positioning or the economist consensus converges after that data is the open question worth watching.

Generated by AI for reference only.

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