Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today
Already have an account? log in
After The Cut
There's plenty of data on offer this week across the world's largest economy. And even more Fed spea
As long as the recession shoe drops in 2025 not b4 the election. A softish landing that feels like a recession for a few quarters would be ok. Powell was right to go 50. Insurance is often worth buying, and that is what he did. If the economy ends up a lot stronger in early November the fomc can always wait to cut again.
Recession before election seems a remote risk indeed, as we’re tracking 3% real GDP growth in 3Q?
I don’t know if you intended it to be funny but that picture is cracking me up…to be or not to be, little bear.
Things seem to be lining up nicely for stocks. Where does that leave the “sell the cut”? Maybe it has already happened?