JPMorgan: Fed to Raise Rates by 25 Basis Points in December, AI Shortage Drives Next Investment Cycle
Source：
www.techflowpost.com
According to Chaoxiang Research, JPMorgan’s September 1, 2026 research report projects a 25-basis-point rate hike by the Federal Reserve in December, lifting the federal funds rate to 3.75%-4.00%. U.S. GDP growth is forecast at 2.0% in 2026, with core PCE inflation holding steady at 3.5% and the unemployment rate remaining stable at 4.1%. The two-year Treasury yield may reach 4.30% by year-end, while the ten-year yield could rise to 4.85%, with the yield curve expected to continue steepening. The U.S. Dollar Index is at a critical juncture, and an anticipated rate hike could push it beyond its current range.
