Fed raises US GDP growth forecasts: 2.3% in 2026, 2.4% in 2027

The signal here is the longer-run estimate, not the near-term nudge: the Fed marking up its view of sustainable US growth matters more for how policy is calibrated than a tenth of a point in any single year. A higher trend assumption implies less slack and a firmer neutral rate, which feeds through to the discount rate that underpins every long-duration asset, tokenized Treasuries included. Whether the Fed's own inflation path validates that optimism is the open question.