Jeremy Siegel

The Fed's easing cycle will total roughly 200 basis points of cuts from its 5.25-5.50% peak, taking the funds rate to about 3.25-3.50% (inferred window: about 2 years, by end of 2027).

“As the Fed moves toward easing—something I still expect to total roughly 200 basis points from the peak rates over 5%—the relief will be felt most acutely by small and mid-sized firms that borrow short.”

Said on

12 January 2026 · WisdomTree weekly commentary, January 12, 2026; no window stated, about 2 years inferred

Source

Professor Siegel Weekly Commentary, January 12, 2026 · WisdomTree

Should come true

2027

How sure they sounded

I still expect

Categories

BankingEconomy

Importance

3 of 5 · US monetary policy path; matters to the whole US economy.

Outcome

Not scored yet.