HomeMarketsVolatilityCould Tariff Inflationary Impact Pause Fed Rate Cutting Cycle?

Could Tariff Inflationary Impact Pause Fed Rate Cutting Cycle?

Philip Straehl thinks tariff impacts are still filtering through and will hit in the next few months. He considers them a “transitory element” but thinks an inflation surprise could cause a market downturn because it would delay the Fed rate cutting cycle. He talks about the impact of a 25 basis point rate cut this week on the economy, and the low probability of a 50 point cut.

Trading 360

15 Sep 2025

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