Fed's Tightrope Act for 2026: Inflation Risks Amid Booming A.I. Trade
Schwab Network · Schwab Network
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Show Notes
Christopher Hodge offers his outlook on the market's trajectory into 2026. He notes a dovish Federal Reserve, expecting continued rate cuts, and robust consumer balance sheets, despite some stress at lower income levels. Finally, Hodge discusses the interplay between Federal Reserve credibility, inflation expectations, and the ongoing strength of the equity market, particularly the tech sector.
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