Most Investors Expect a 50bp Cut, So 25bp is a Danger. Longer-Term, Fewer Cuts are Now Associated with Better Risk-on Performance Dennis DeBusschere September 18, 2024 8:26 AM
22V Surveys: Investors Expect a 50bp Cut with a Risk-on Reaction. Risk-off if 25bps. Dennis DeBusschere September 17, 2024 12:38 PM
25 vs. 50 Could be a Risk-on Headwind Short Term. Cumulative Rate Cut Expectations Matter More for Direction of Travel Dennis DeBusschere September 17, 2024 8:18 AM
22V Afternoon Shoot Around: Fed Week Thoughts and Trades + Election Trends Dennis DeBusschere September 16, 2024 1:48 PM
