Economists at Longview Economics are making a bold call for 2026: inflation could come in significantly lower than consensus expects. If that thesis plays out, the Fed would likely be more aggressive with rate cuts than the market is currently pricing in. Lower rate cuts typically translate to declining bond yields, which can be a tailwind for risk assets.

Here's where it gets interesting—lower inflation + more Fed cuts + falling yields = a scenario where you could potentially benefit from multiple angles simultaneously. That's what traders call "having your cake and eating it too." Whether this macro setup actually materializes is another question, but it's definitely worth monitoring as we head into 2026.