December 12, 2025

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker unpacks the Fed’s latest rate cut. Is the real story hiding between the lines? With committee views drifting apart and borrowing costs sticking higher than many expected, the outlook is anything but settled. Are the Fed’s inflation assumptions on track, or is the bond market seeing something they’re not? Tune in for our unbiased answers.

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