“The fundamental question behind the PCE print is whether there will be at least one rate cut this yea. If it goes in a way the consensus and the Fed aren’t anticipating, then it will be problematic for equity and bond markets alike.”
“The fundamental question behind the PCE print is whether there will be at least one rate cut this yea. If it goes in a way the consensus and the Fed aren’t anticipating, then it will be problematic for equity and bond markets alike.” Read More