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Fools & Fanatics + A Conversation With Dan Greenhaus

RiskReversal Pod

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Is the Fed Going to Cut Rates in the Back Half of 2014?

There's still this belief out there. And I don't know where it comes from, but I think the back half of this year, there's going to be Fed rate cuts. You better pray that that number is soft because anything with just a hint of the re-acceleration of inflation, and there'sgoing to be a problem in the equity market," he says. "I'm just annoyed at this point with believing a guy ... who said inflation was transitory"

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