Cut or Hold? The Fed’s Inflation Dilemma

Why September’s rate meeting may be the most pivotal of the year

As we approach the September Fed meeting, investors, businesses, and households alike are asking the same question:

Will rates finally come down?

This isn’t just a matter for bond traders or policymakers in Washington; the outcome will shape borrowing costs, mortgage rates, equity valuations, and even the pace of global capital flows. With growth proving resilient but inflation refusing to fully cooperate, the Federal Reserve now faces one of its most delicate decisions of the cycle. Today’s piece takes a closer look at the forces pulling the Fed in different directions—economic data, inflation dynamics, political pressures, and global trade risks—and what it could all mean for September’s meeting and beyond.

The Fed’s September Dilemma: Growth Holds, Inflation Sticks

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