George Soros famously made billions by discounting what is fully priced in and betting on the unexpected (often with long odds). The probability of an Federal Open Market Committee (FOMC) rate cut ...
"If we get a -25bp cut, that is, it will be a 'dovish' cut that anticipates between -50bps and -75bps additional cuts this year (i.e., in the November and December meetings), perhaps through the ...
Asked whether he expects a 25bps rate cut or a 50bps cut, Lee said: “ A 25 or 50 can have both hawkish or dovish implications so I think it’s ultimately whether Fed Chair Powell comes across ...
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The combination of 25bp cut and dovish forward guidance should lead to relatively muted market reaction, but we see risks skewed towards stronger USD and higher short-end UST yields. Markets have ...