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The twists and turns of the U.S. economy and the artificial-intelligence boom both played a role. But much of it could be traced to the White House.
The longer tariffs last, however, the more negative the outlook becomes for securitizations across the board, as the economy slows and credit risk increases.
Analysts are unsure what the Federal Open Market Committee will do with monetary policy in 2025. The panel projects two rate cuts, but some analysts expect more, and others see fewer.
Prophecies about a wave of bank failures caused by sickly CRE loans haven't yet come true. But there are still plenty of caution signs in a saga that will take years to play out.
Traders are now betting that may be enough for the Federal Reserve to start cutting interest rates as soon as September.
