Fed interview process is going well Had a great interview for Chair Have not spoken to the President Cutting rates again is the right thing …
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Rate cuts by year-end Fed: 48bps (98% probability of rate cut at the upcoming meeting) 2026: 120 bps ECB: 2 bps (99% probability of no …
The uncertainty about the economy that had dissipated is now back because of US-China trade tensions But do not see a recession as a result …
Palantir Stock Trade Idea – Short setup using options flow and price context Bias: Bearish tilt for a tactical fade of strengthThis article is for …
Current rates are not holding back investment or activity For another cut the economy should do significantly worse than we are assuming Inflationary period appears …
Lecornu lives to fight another day, with the second no-confidence motion seeing only 144 lawmakers vote against the government. Again, that is short of the …
Fundamental Overview The USD has been weakening across the board since Tuesday when some comments from USTR Greer suggested that de-escalation was still the base …