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Market Questions Timing of Next Fed Interest Rate Cut and AI Momentum
Scott Colbert
:
November 19, 2025
Recorded November 19, 2025
In the latest Commerce Trust Market Brief video, Scott Colbert, Chief Economist and Director of Fixed Income Management, provides his perspective on what factors may be behind this recent modest market correction and why weak economic indicators suggest the economy may have been a bit weaker than it was when the government shut down.
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Markets see a modest pullback amid uncertainty around the timing of the next Federal Reserve (Fed) interest rate cut and whether AI can continue its unprecedented pace of momentum
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Inflation remains sticky with key inflation measures making little downward progress over the past year, with the impact of tariffs on inflation coming on slower than expected
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Job slowdown driven by a significant decrease in new jobs in agriculture and government, along with the impact of artificial intelligence (AI) and tariffs, plus ongoing business uncertainty on tariffs
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