BLOOMBERG Bloomberg Real Yield July 14, 2024
I keep going, why cant we wait . Maybe the trade war is not weighing on the outlook as much as we feared. I think you will have to reprice to a certain degree less than three cuts. The fed is in preemptive mode. Does the fed get behind or in front of the eight ball . It comes down to the discussion, do they want to make insurance cuts . What are we ensuring ourselves against . Jonathan to discuss, we have peter tchir, iain stealey, and noelle corum of invesco. It is the number one question following the payrolls report. What does the jobs number on july 5 mean for the fed meeting on july 31 . ...