The Federal Reserve Bank of Cleveland's inflation-forecasting tool points to an even faster increase in prices in April, which may eventually force the Federal Open Market Committee to act. Speculation about a quick end to the Iran war and strong earnings growth stemming from the evolution of artificial intelligence clearly has investors excited.

The U.S. Federal Reserve will wait at least six months before cutting interest rates this year, according to a Reuters poll of economists, as war-driven energy shocks reignite already-elevated inflation.

Fed Chair Powell announced rate cuts delayed to late 2026 due to inflation risks from the Iran conflict. Rate cut by April 2026 at 0.4% YES.

The stock market has staged a sharp recovery, but the Federal Reserve’s April inflation outlook threatens to cut it short before bulls can fully celebrate. The Rally Is Real. So Is the Inflation Risk.

Rising oil prices and lingering inflation risks may delay Fed rate cuts, as policymakers weigh credibility and longer-term price pressures.

Kevin Warsh questions the accuracy of inflation data during his Senate hearing, leading to a decreased likelihood of Fed rate cuts with Cut–Pause–Pause at 29% Y

The Fed's projection is nightmare fuel for a historically expensive stock market.

Higher inflation expectations could keep prices elevated despite a ceasefire, complicating the Fed’s path back to its 2% target.