The Rate Cutting Cycle is Over

New report: The Balance of Risks (August 2026).

My read stays late-cycle, not the end of it. Base case into Q4 is a midterm correction that resolves into recovery, with energy forcing another Fed hike the bigger risk, not a dovish pivot.

https://benjamincowen.com/reports/the-balance-of-risks-august-2026

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I am speaking in New Zealand in September:

Ben Cowen

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Disclaimer: The information presented within this video is NOT financial advice.

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