Rate Cut Strategies
The discussion centers around the impending rate cuts, with a strong likelihood of action in September, November, and December. There's a debate on whether to opt for a 25 or 50 basis point cut, weighing the benefits of being proactive against potential market perceptions of Fed concerns over the labor market. Key data, particularly the August payroll print, will play a crucial role in shaping these decisions.In this clip
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Odd Lots
This Is What The Rate Cut Cycle Could Look Like
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