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
Investors Starting to Push Out On the Risk Curve + Election Year Trends to Fade and Follow Dennis DeBusschere September 16, 2024 8:14 AM
Fed is Targeting Stronger Growth BECAUSE Employment Growth is Slowing, Increasing the Odds the Normal Expansion Continues Dennis DeBusschere September 15, 2024 4:36 PM
Better Sentiment, Easing Financial Conditions, Improving Economic Data, and the Setup into 4Q Dennis DeBusschere September 13, 2024 8:39 AM
