According to Andre Dragosch, the Fed's current stance on interest rates may be misaligned with the latest disinflationary trends. Dragosch highlights that real-time Truflation data has dropped to approximately 1.1%, suggesting official CPI could fall below 2% in the coming months. He argues that the Fed might be overtightening while markets are already pricing in significant rate cuts for 2026, potentially requiring adjustments sooner than expected.