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Where Is U.S. Monetary Policy Headed? Fed, Markets & the 2026 Outlook
StoneX Trading Global Macro Podcast – Ep. 3
In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller dive into the hotly debated course of U.S. monetary policy and interest rate expectations into 2026 and beyond.
They explore:
🔹 The disconnect between Fed forecasts and market pricing
🔹 Immigration’s surprising role in shaping employment trends
🔹 Why data revisions and policy pressure are complicating the Fed’s mandate
🔹 Potential outcomes for the U.S. dollar and S&P 500 under different rate scenarios
🔹 Whether the “Fed Put” still exists—and what might trigger it
Be sure to like and subscribe for weekly insights into the forces shaping FX, equities, commodities, interest rates, and beyond!
View all episodes
By StoneX Group Inc.StoneX Trading Global Macro Podcast – Ep. 3
In this week’s Trading Global Macro Podcast from StoneX, John Kicklighter and Matt Weller dive into the hotly debated course of U.S. monetary policy and interest rate expectations into 2026 and beyond.
They explore:
🔹 The disconnect between Fed forecasts and market pricing
🔹 Immigration’s surprising role in shaping employment trends
🔹 Why data revisions and policy pressure are complicating the Fed’s mandate
🔹 Potential outcomes for the U.S. dollar and S&P 500 under different rate scenarios
🔹 Whether the “Fed Put” still exists—and what might trigger it
Be sure to like and subscribe for weekly insights into the forces shaping FX, equities, commodities, interest rates, and beyond!