Is This The End of Higher For Longer?

With a Fed rate cut widely expected this week, it's all but certain the era of “higher for longer” is finally coming to a close. In this episode of Master the Markets, Bill Bodnar breaks down what a 25 basis point cut could signal for the broader economy—and more importantly, mortgage rates. He also highlights how market behavior ahead of this decision mirrors trends from the last rate-cut cycle.
Bill discusses the updated Fed forecast and why it’s more meaningful than ever, plus the importance of the 10-year Treasury yield holding in the 4.00% to 4.20% range. As we head into a week with key data releases like retail sales, understanding the market’s next move is critical.