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BREAKING Fed's Powell signals caution on rate cuts β€” Dollar strengthens 0.3% 2m ago
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Macro April 12, 2026 · 12 min read

The Great Monetary Pivot: How Fed Rate Expectations Are Reshaping Global Institutional Flows

Institutional money managers are recalibrating their portfolios at an unprecedented pace as the Federal Reserve navigates a delicate balance between fighting residual inflation and avoiding a credit crunch. With rate cut expectations now pushed to Q3 2026, here is how smart money is positioning across asset classes...

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