The Mother of All Bull Markets in Treasuries with Alex Gurevich
The ACID Capitalist Podcast
00:00
Is the Fed Cutting Today?
Many people would be pooling their hair out and saying, what are you talking about? Look at the employment figure, the economy is proving more than robust. So I am uncomfortable in that I'm the Inquisitor, but I'm very sympathetic to that point of view. What we're seeing now inflation self-diss remarading. And so the policy, if we're intelligent policy, should be not attuned to today's data. It should be attuned to the data we'll have one year from now.
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