Not Much Urgency for Fed to Cut Past December, SocGen’s Rajappa Says

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Why This Matters

Societe Generale's Subadra Rajappa expects US economic data to show weakness after the shutdown and suggests a potential interest rate cut by the Federal Reserve in December.

Market Impact

Market impact analysis based on neutral sentiment with 57% confidence.

Sentiment
Neutral
AI Confidence
57%

Article Context

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Subadra Rajappa, head of research at Societe Generale, expects to see “some level of weakness” in post-shutdown US economic data and says there’s a case to be made for the Federal Reserve to ease interest rates one more time in December. (Source: Bloomberg)

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Summary

Societe Generale's Subadra Rajappa expects US economic data to show weakness after the shutdown and suggests a potential interest rate cut by the Federal Reserve in December.

Market Impact

Market impact analysis based on neutral sentiment with 57% confidence.

Original article published by Bloomberg on November 11, 2025.
Analysis and insights provided by AnalystMarkets AI.