Politics may trump macros in 2026 US rate cycle: Rajeev Agrawal

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Recent US economic data shows inflation and jobless claims are lower than anticipated. However, a government shutdown may have skewed these figures. Experts suggest clarity on the economy will take months. Global central banks are taking different paths, impacting currencies and capital. Economic growth is expected to slow due to trade friction. Markets face uncertainty through 2026 and beyond.

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