• Guest
    December Fed rate cut is definitely in the cards and getting very close to near certain based on Waller's statement and market probabilities
  • Friday is the blackout period for December meeting, giving Fed few more days to correct course
    Host
  • Asking whether the cut will be hawkish with Powell recognizing FOMC members still concerned about inflation
    Host
  • Guest
    Cut will be hawkish with statement that from here on Fed is meeting by meeting, watching inflation numbers
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