Premium to Humility (guest: Neil Azous)
The Market Huddle
00:00
How to Analyze Speeches
The market is pricing in the first interest rate cut in July, which means June is the pause. We're almost seeing a small semblance in our models that there could be quote unquote an intramed eating cut. And once you're armed with that information, you can start to ask yourself, where's the asymmetric outcomes?
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