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Inflation Will Prevent Extended Cutting Cycle, Says BNP Paribas' Robson
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Why This Matters
BNP Paribas' Meghan Robson expects inflation to accelerate in 2026, limiting the Federal Reserve's ability to extend its rate-cutting cycle beyond one more cut next year.
Market Impact
Market impact analysis based on bearish sentiment with 65% confidence.
Sentiment
Bearish
AI Confidence
65%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Meghan Robson, Head of US Credit Strategy at BNP Paribas, expects inflation to accelerate a bit in 2026 due to pressure on goods inflation. She sees one more rate cut next year but inflation will prevent the Federal Reserve from extending its cutting cycle. She speaks to Bloomberg's Carol Massar, Tim Stenovec, and Michael McKee on 'Bloomberg Businessweek Daily.' (Source: Bloomberg)
Original article published by
Bloomberg
on December 15, 2025.
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Analysis and insights provided by AnalystMarkets AI.