BLOOMBERG Bloomberg Real Yield July 14, 2024
There is a little bit of a split in the dots. They are honest differences of opinion and how vulnerable the u. S. Economy is. On one hand, certain parts of growth, especially domestically, that are holding up. The economy is doing well viewed well. You can make the argument that the fed should not do anything. On the other hand, you have trade war, geopolitical risks. Capex spending is going down. The fed was too tight. You will find more and more divisions in the committee. Want to see more cuts by the fed. Jonathan joining me here in new york city, priya misra, diana amoa, and krishna memani...