MacroVoices #376 Tian Yang: When the Recession Becomes Obvious
Macro Voices
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The Fed's Strategy to How to Trade Today
The Fed will probably be on the side of cutting later than earlier just to make sure that the hard economic data justifies that cutting. So I think timing wise, we're probably looking for when the Fed cuts, but it's probably going to cut later rather than earlier. The big gap between market pricing right now and the strategy to how to trade today is kind of a real risk.
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