
The Fed Should Cut 50bps This Week, but They Won't
The Rate Guy
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Navigating Interest Rate Decisions
This chapter explores the implications of recent job reports on potential Federal Reserve interest rate cuts, advocating for a cautious approach. It critiques the Fed's previous forecasts on unemployment and argues for a need to align projections with current economic realities. The discussion also examines the state of the Tenure Treasury, considering factors influencing its yields amidst changing economic conditions.
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