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Did Janet Yellen Just Deliver ‘The First Rate Cut’?
Ahead of this week's all-important Treasury refunding announcement, Nomura's Charlie McElligott sugg
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Very glad and relieved Yellen didn’t walk away from the Biden administration after the midterms, as there were multiple reports suggesting she would. She will be hugely important in the titanic and potentially apocalyptic battle of 2024 imho…
Wondering if this easing wasn’t “engineered” in a way to give some headroom to accommodate near-term supply pressures without pushing rates up to even higher cycle highs, which might have broken something.