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2026-02-14 01:18:56
[Analyst: Tariff Inflation May Continue to Spread to the Economy in the Coming Months; Fed Expected to Cut Rates Twice This Year] Stephen Douglass, an analyst at NISA Investment Advisors, points out that about one-third of the inflationary pressure from tariffs has not yet been fully transmitted and will continue to gradually dissipate in the coming months. The Fed is likely to maintain interest rates unchanged in the short term. He believes the US economy is returning to a soft landing trajectory, the labor market will stabilize, and the aftershocks of tariff inflation are expected to clear in the first half of the year. Commodity inflation is expected to turn negative in the second half, opening a window for rate cuts. The firm anticipates the Fed will cut rates twice this year, in September and December respectively.
