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Rebecca Walser's Fed Concerns Post-CPI & Gold's Path Higher

Rebecca Walser's Fed Concerns Post-CPI & Gold's Path Higher

Schwab Network · Schwab Network

February 13, 20268m 21s

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Show Notes

The FOMC doesn't need to cut interest rates much more, if at all in 2026, says Rebecca Walser. She explains what makes commentary surrounding an accelerating rate cutting cycle in the back of the year troubling to her. Rebecca then turns to the AI space and why stocks in the energy space will rally higher with the trade. She expects gold to continuing its sharp rally even after soaring in 2025 and the start of 2026.


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