Ed Siddell Sees 100bps in 2026 Rate Cuts, Metal & Nuclear Bull Cases

• Economy is heading in the right direction, supported by positive jobs reports, increased durable goods orders (metals, machinery, electronics), and CPI inflation numbers below expectations (2.4%).
• The Fed is expected to implement 75-125 basis points of rate cuts in 2026, with 100 basis points being probable, which should translate to improved affordability for consumers (e.g., mortgages, auto rates) and enable small business expansion.
• Long-term investment opportunities are seen in precious metals (gold, silver) due to concerns about US debt, and in nuclear energy, driven by the high electricity demands of AI and data centers.

Ed Siddell is bullish on the economy, citing positive durable goods orders and lower-than-expected CPI inflation. He anticipates 75-125 basis points of Fed rate cuts in 2026, which he believes will improve consumer affordability and stimulate small business growth. He identifies long-term investment opportunities in precious metals and nuclear energy, advising a well-balanced portfolio to navigate market volatility.