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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

Is the Fed Going to Cut Rates? What Does That Mean for Portfolio Positioning?

Fed policy could sit there in some sort of territory where the short rate is high for a considerable period of time. It doesn't seem like they have a lot of scope to start cutting rates if inflation is a percent or more above target. This environment, first of all, it's a very interesting environment for banks because typically since banks borrow money cheap and lend it expensive, they want a steep yield curve.

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