Macro· ★★★· bullish·

Analysts: core PCE could fall 100 bps without a rate hike

  • —Core PCE could decline by 100 bps by early 2027 without a rate hike
  • —Goldman Sachs estimates the contribution of supply shocks at 1.75 pp
  • —If shocks fall to 0.75 pp, the Fed may keep rates unchanged
  • —Tom Lee of Fundstrat supported Mark Zandi's position
Why it matters: The argument against a Fed rate hike reduces macro pressure on bitcoin and risk assets.
Source: TokenPost
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