Surveillance Special: UBS to Buy Credit Suisse
Bloomberg Surveillance
00:00
Fed Easing
I'm expecting the Fed to cut rates in September, that's soon. The beginning of a cycle or just a shift back? I think it's to stave off recession. You can look at the inversion of the yield curve. As Peter Cheer said before, you look at oil, it's come down a lot. That's going to be pretty disinflationary. Things will slow down. And then you're going to start to hit the cumulative and lagged impacts of the very aggressive monetary tightening that started about a year ago.
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