The short version

Simona Gambarini predicted on January 1, 2026: “In the US, we expect the Fed to cut rates further in 2026, but above-trend growth argues for only limited additional easing. That said, the appointment of a dovish new Fed Chair could point to somewhat more room for cuts, depending on the extent to which the new Chair manages to convince the…

Prediction by

Simona Gambarini

On January 1, 2026

“In the US, we expect the Fed to cut rates further in 2026, but above-trend growth argues for only limited additional easing. That said, the appointment of a dovish new Fed Chair could point to somewhat more room for cuts, depending on the extent to which the new Chair manages to convince the rest of the FOMC of their policy views.”

Follow-up

Filed for tracking. Outcome to be evaluated as the timeline plays out.

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