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David Rosenberg: Fed rate cuts coming sooner than expected | Macro Voices Political influence on the Fed could lead to significant policy errors. The Fed may cut rates more aggressively than currently anticipated. Forecasts should be prioritized over current data for better inflation management. Key Takeaways Political influence on the Fed could lead to significant policy errors. The Fed may cut rates more aggressively than currently anticipated. Forecasts should be prioritized over current data for better inflation management. The Fed’s actions impact the economy with a lag of at least a year. Current inflation focus overlooks future trends, risking policy errors. Labor market cooling is driven by demand, not supply issues. Inflation is expected to return to target levels by the second quarter. Pronounced disinflation is anticipated by 2026, surprising many. Negative rental rates will eventually lower CPI data. The US economy is experiencing significant market bifurcation. Disparities in market participation and capital spending are evident. The stock market recovery is uneven, with potential risks and opportunities. Tariff effects and rental rates will impact inflation metrics. The Fed’s policy approach needs a more strategic outlook. Economic indicators suggest a need for forward-looking strategies. Guest intro David Rosenberg is President and Chief Economist & Strategist at Rosenberg Research & Associates Inc., an economic consulting firm he founded in January 2020. Prior to that, he served as Chief Economist & Strategist at Gluskin Sheff + Associates from 2009 to 2019 and as Chief North American Economist at Merrill Lynch in New York from 2002 to 2009, where he was consistently ranked in the Institutional Investor All-Star analyst rankings. He holds both a Bachelor of Arts and a Master of Arts in Economics from the University of Toronto. Political influence on Fed policy The current political influence on Fed policy could lead to…

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Filed under: News - @ February 15, 2026 8:09 pm