Economic Uncertainty Fades as Tariffs Loom

If the Fed cuts rates—or even signals that a cut is imminent—it gives the economy room to absorb the coming tariff impact without derailing growth or reigniting inflation.

Then comes August 1. Tariffs are the punch. But they only land properly if the Fed throws the cushion first.

The 48-hour gap is not a fluke.

It gives the market time to digest the Fed’s …