Investors Anticipate No Fed Rate Cut Before September

According to BlockBeats, following the release of a stable employment report last Friday, investors do not expect the Federal Reserve to cut interest rates before September. Piper Sandler analyst Nancy Lazar noted that although the U.S. economy might experience some softening, it is likely to maintain its growth momentum even without further rate cuts from the Federal Reserve. Lazar highlighted that the typical lag effect of last year's rate cuts by the Federal Reserve might not have fully taken effect yet. Additionally, reducing the size of the federal government could free up labor for the private sector. The baseline forecast suggests that the U.S. economy does not require additional rate cuts. The current economic softness is attributed to the effects of tariff policy fluctuations.