The Credit Strategist

The Credit Strategist

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The Credit Strategist
The Credit Strategist
Count on 25
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Count on 25

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The Credit Strategist
Sep 11, 2024
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The Credit Strategist
The Credit Strategist
Count on 25
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Pundits are dissecting this morning’s inflation report that, like most government economic statistics, could easily be revised in the future. But for the moment the report likely seals the deal for a 25 - not a 50 - basis point rate cut next week.

The case for 50 basis points was never compelling. Not with stock & housing prices near all-time highs. Not …

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