The US Fed is widely expected to deliver a 25 bps rate cut, with analysts assigning an 85% probability. Seth Freeman of GlassRatner warns that signs of consumer strain—including weakening confidence and a major home improvement chain filing for bankruptcy—could shape Fed policy ahead. Despite soft retail trends, US markets remain optimistic, pricing strong gains into 2026.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets