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Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Forward Guidance
The Fed's Modal Forecast for 2019
The pace of cuts that we envision will look much more similar to the summer and early fall of 2019, where it'll be 25 basis points on meeting. That'll continue until the Fed gets back down to neutral, which they believe is two and a half percent. But there's a whole host of risks around this distribution. And I think our economists would certainly tell you that if the economy slows faster than they anticipate that there's a very real risk that the Fed will end up cutting faster as well.
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