• Macro Mondays #66 - 25BP or 50BP? And how to position

  • Sep 16 2024
  • Duração: 29 minutos
  • Podcast

Macro Mondays #66 - 25BP or 50BP? And how to position

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  • Sumário

  • We evaluate last week's key CPI numbers and look ahead to the FOMC meeting this week. While a cut seems destined, it's going to be extremely key whether the Fed opts for a 25 or 50 bp cut. We gauge the chances and talks positioning - including Fixed Income and Commodities.

    Check out the episode on youtube to see the graphs & videos we look at.

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