TechFlow news, February 17 — According to Jinshi News, BNP Paribas Markets 360 analysts expect the Federal Reserve may not cut interest rates until mid-2026. They have held this view since early December last year.
Their forecast is partly based on expectations regarding tariffs, but recent developments suggest they may need to raise their initial tariff estimates. This strengthens the analysts' confidence in their inflation outlook, which is already above market consensus. Money markets currently anticipate the Fed will resume rate cuts in September.




