Fed Cut Could Come Earlier Than Expected: Tang

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Investors expect a shift in Fed policy due to a 0.2% increase in the core consumer price index, potentially leading to rate cuts as early as March, according to Derek Tang of Monetary Policy Analytics.

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Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

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The core consumer price index, which excludes the often volatile food and energy categories, increased 0.2% from November. Derek Tang, Co-Founder and Economist at Monetary Policy Analytics discussed how investors are expecting policy to develop on the heels of this economic picture and said that he thinks Fed could deliver rate cuts sooner than markets expect, potentially as early as March. He joined the discussion on "Bloomberg Markets" with Scarlet Fu. (Source: Bloomberg)

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Original article published by Bloomberg on January 13, 2026.
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