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Walser: Market "Absolutely" Pricing in Higher Rate Cuts, Tariffs Add Inflation Uncertainty

Walser: Market "Absolutely" Pricing in Higher Rate Cuts, Tariffs Add Inflation Uncertainty

Schwab Network · Schwab Network

September 11, 20258m 12s

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Show Notes

Pressure on the Fed to cut interest rates couldn't be more clear, according to Rebecca Walser. That said, she believes Jerome Powell and company remain in a "rock and hard place" following Thursday's CPI data and jobless claims print. Rebecca says markets are pushing for 75bps of cuts through the end of 2025. She adds that Powell has responded to markets before, though tariffs can complicate the situation even more.


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