For them to start lowering the interest rates there has to be some positive signals regarding inflation. But all we have now is negative signals and negative news so the chances of an interest cut should be 0%. For example in the seas US regime is losing as their support of genocide continues, consequently that conflict has led to cost of import/export skyrocketing that will directly and indirectly affect price of everything meaning higher inflation.
The disruption of the passage of ships through the Red Sea poses a global trade threat but some economists believe it will affect Europe and Asia more than the US. Most of these ships that use this route are sailing to or from Europe and East Asia. There is also a report that the US is directly benefiting from these attacks because it has led to high demand for the US-produced shale. Instead of risking the passage through the Red Sea or spending more passing through Africa, oil customers now consider the US shale as a cheaper and safer alternative. This has led to an increase in the demand of the US suppliers. The war might be costing the US a lot but it seems they still have some means to recover these losses.
