AI Spending Expected to Keep Fed From Cutting Much in 2026 -- Market Talk

Dow Jones11-27

11:28 ET - AI spending could make the U.S. economy hot enough in 2026 to keep the Fed from cutting interest rates as much as markets expect. According to CME data, as many as three cuts are priced for next year. Mackenzie Investments' Dustin Reid says AI spending would help accelerate economic growth, which would call for tighter monetary policy. As a result, he expects bond markets to adjust, pushing Treasury yields higher. "Some of that pricing will need to come out as the U.S. economy remains relatively exceptional," he says. Reid sees the 10-year rising closer to 4.4% by mid-2026, from 4% currently. (paulo.trevisani@wsj.com; @ptrevisani)

(END) Dow Jones Newswires

November 26, 2025 11:28 ET (16:28 GMT)

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