1. Berenberg: Room for further rate cuts is quite limited; the Fed is expected to implement the final 25 basis point rate cut of this cycle at its June meeting.
2. Goldman Sachs: Expects 25 basis point rate cuts in September and December respectively; however, earlier cuts are possible if the labor market weakens earlier and more severely than expected.
3. Deutsche Bank: Rates are expected to remain unchanged this week; sharply rising geopolitical uncertainty and inflation risks triggered by soaring oil prices are eroding the room for further rate cuts.
4. Credit Agricole: Rates are expected to remain unchanged until the end of the year; some members may advocate ignoring short-term energy-driven inflation spikes, but most members tend to be more cautious.
5. Rabobank: Under Powell's leadership, the Fed is likely to maintain a wait-and-see stance; if Warsh takes office, the Fed may be more aggressive, potentially pushing for rate cuts to combat economic downturns.
6. TS Lombard: Labor market concerns are resurfacing. If the energy shock subsides within weeks, coupled with the base effect of tariff inflation in the second half of the year and a rapid slowdown in rental inflation, there is still a possibility of two rate cuts this year.
