Market Responses and Personal Encounters

On this episode of The Rate Guy we unpack all of the data from last week; Inflation, GPD, Jobs. And cautiously break down what to expect at this week's Fed meeting. The uncertainty bends are proving to be true as the market has a 50/50 chance of a cut at June's meeting....flip a coin?

 We also talk tariffs since we've never seen a tariff shock like this before, making it even more unpredictable. Mohammed El-Erian said it in the nicest way possible, "Markets are underestimating the depth and duration of this trade reset.”

If you want to see the graphs referenced, you can see this week's newsletter here.

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