Wharton's Siegel: Weak Data Could Force Fed's Hand on Rate Cuts
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最新报道：Weakening economic data, including elevated jobless claims and declining housing starts, signals a broader slowdown that may prompt Fed rate cuts, according to Wharton professor Jeremy Siegel. He argues this aligns with a true neutral rate near 3.5% and could push core inflation below 3% by year-end, justifying monetary easing. Siegel advises overweighting equities and focusing on AI-efficient sectors like banking and industrials.
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