Bloomberg Surveillance · Tuesday, July 7, 2026
Juniper believes the Federal Reserve will not raise interest rates this year, citing two main reasons: the disinflationary effects of lower oil prices and the AI-driven inflation, which the Fed is monitoring. This perspective suggests the Fed might avoid repeating the mistake of raising rates prematurely in 1999.
“But in our view, we don't think the FED is going to move this year, and we don't think that there are hold why.”
“Number one, the oil price can have very salutary, disinfled zationary effects throughout the rest of the economy.”
“And then the other aspect of it is is the AI driven inflation is something if you listen to Share Walsh, he said, we're going to give it time.”