Bloomberg Markets EN

Economists See Two Fed 2026 Rate Cuts and Reveal Worries Over Chair Nominee Warsh

Economists pushed back their expectation for the Federal Reserve’s next interest rate cut to June from March, but still see two quarter-point reductions by year-end, according to a survey by Bloomberg News.

Mar 13, 2026 &03001313202631; 11:00 UTC feeds.bloomberg.com Trending 4/5

Read original on feeds.bloomberg.com ↗

→

Neutral impact

Sentiment score: -15/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Economists have revised their expectations for Fed rate cuts in 2026, pushing the first cut from March to June while maintaining a forecast of two quarter-point reductions by year-end. Concerns have emerged regarding the nomination of Kevin Warsh as Fed Chair, adding uncertainty to monetary policy outlook.

AI CONFIDENCE

72% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

⇅

S&P 500

^GSPCIndex

High volatility expected

Delayed rate cut expectations reduce near-term stimulus but maintain accommodative stance; Warsh nomination uncertainty creates volatility

↑

Euro / US Dollar

EURUSDCurrency

Expected to rise

Delayed US rate cuts support EUR strength relative to USD in near-term

↑

10-Year Treasury Yield

^TNXBond

Expected to rise

Longer duration before rate cuts may support higher long-term yields

↑

Gold Futures

GC=FCommodity

Expected to rise

Delayed rate cuts support gold as lower real yields remain supportive

PRICE HISTORY

Loading chart...

⚡ SUGGESTED ACTION

Monitor Warsh confirmation hearings closely as Chair nomination uncertainty could drive volatility. Consider positioning for delayed rate cuts with selective exposure to rate-sensitive sectors; maintain hedges given policy uncertainty.

KEY SIGNALS

First Fed rate cut delayed from March to June 2026Two quarter-point cuts still expected by year-end 2026Warsh Fed Chair nomination creates policy uncertaintyEconomists reassessing inflation and economic growth assumptions

SECTORS INVOLVED

FinancialsTechnologyConsumer DiscretionaryUtilities

Analysis generated on Mar 16, 2026 at 14:51 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Bloomberg Markets. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Economists See Two Fed 2026 Rate Cuts and Reveal Worries Over Chair Nominee Warsh

RELATED INTELLIGENCE