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23rd Jun 2026 10:29USDaily Monitor
  • Markets’ rate expectations have risen this month, despite a big decline in expectations for inflation.
  • The FOMC’s hawkish dot plot has played a role, but markets also have become more bullish on growth.
  • Official data today for May will signal solid Q2 GDP, but the lift from tax refunds and stockpiling won’t last.

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Keywords for: 25June 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence