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Benzinga
Benzinga
Business
Piero Cingari

The Fed May Cut Less Than You Think, And That Could Hit Stocks Hard: Oxford Economics

Oxford Economics US Federal Reserve Economy United States Inflation
Federal Funds Rate

In an exclusive interview with Benzinga, John Canavan, lead analyst at Oxford Economics, struck a cautiously optimistic tone on the U.S. economy heading into 2026, but warned that the market's growing obsession with aggressive rate cuts and tech stock dominance may be ignoring some inconvenient truths.

One More Fed Cut in 2025 — Not Two

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