Dutta expects 3-4 Fed rate cuts by end of summer; markets are pricing 6 cuts by year-end, which he views as pricing in a tail risk / insurance hedge rather than base case, similar to how people buy out-of-the-money put options.
forecastpending
Speaker
Neil DuttaEvidence Quote
“I think by the end of the summer we'll probably be talking about an economy that's growing two to two and a half percent and we'll be talking about a fed that's cut three or four times”
Created: 8/12/2026, 6:02:32 PM
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