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Keeping it Simple | Ep. 21: Do I Feel Lucky?

Keeping it Simple with Simplify Asset Management

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Is the Fed Going to Cut?

The question is, how does the economy develop over the rest of the year? Do we see the proverbial financial conditions tighten in a way that causes the Fed to be forced to loosen? I think that's going to be the interesting question. If the current forecast for no landing or soft landing are right, I have to agree with you, Harley, that we are not going to get below 4% on inflation. And actually, there's very real risk that we'll be much higher going forward because we haven't seen the investment to smooth out the supply chains and replace China.

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