Broker: CGS International
Date of Report: December 10, 2025
Excerpt from CGS International report.
Report Summary

• The US Federal Reserve is expected to cut interest rates at the December 2025 FOMC meeting, but there are concerns that easing rates while inflation is still above target may fuel higher inflation expectations and long-term yields.
• Labour market data will play a key role in determining the extent of future rate cuts; if the labour market weakens sharply, further rate cuts could be justified without stoking inflation, whereas a strong economy could limit the Fed’s ability to ease policy and might lead to renewed dollar strength and higher bond yields.

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