The Federal Reserve's 2026 rate cut roadmap has surfaced, with the first two acts of this plan already taking shape.

Market speculation about the timing of rate cuts is increasing, but a precise policy map pointing to 2026 is quietly forming. Barclays' latest research makes a bold prediction — the first rate cut could occur in March next year, followed by a second in June, with each cut amounting to 25 basis points. This aligns well with the signals recently hinted at by the Federal Reserve. In the December meeting minutes, policymakers explicitly stated the need for "more observation time," and the January meeting is likely to maintain the status quo.

The cleverness of this prediction lies in its foresight — while most people are still watching the current fluctuations, Barclays has already outlined the policy contours two years ahead. The logic is straightforward: as inflationary pressures continue to decline and the economy gradually returns to equilibrium, 2026 could indeed become a key turning point for monetary policy adjustments.

Although reality is always uncertain, this clear "two-step" plan undoubtedly provides the market with a navigational chart worth keeping. All eyes are now on the upcoming Federal Reserve meeting; this may just be the beginning, but every word and every statement could serve as strong evidence to validate this "spoiler."