State Street Investment Management’s latest Weekly Economic Perspectives note assesses how resilient labor markets, uneven growth, and persistent inflation pressures are reshaping expectations for central bank policy across major economies.
- State Street now expects the Federal Reserve to delay rate cuts until 2027 after US payroll growth surprised to the upside, reinforcing a prolonged “higher-for-longer” stance.
- Despite a 0.2% contraction in eurozone GDP, the report expects the ECB to continue tightening as inflation concerns outweigh weak growth dynamics.
- Australia’s softer GDP print masked strong domestic demand and a surge in investment linked to data-centre spending, keeping the possibility of further RBA hikes alive.
Read the full report for a detailed cross-market assessment of labor trends, inflation pressures, and diverging global monetary policy paths.
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