The Credit Strategist

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Cut and Run
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Cut and Run

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The Credit Strategist
Apr 10, 2024
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Cut and Run
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Markets are backing off rate cut expectations after another disappointing inflation report. A June cut appears off the table and we may not see any cuts until the fourth quarter as we approach the election. But I still expect two cuts this year to address the rising cost of servicing the federal deficit. We just learned that the deficit for the first si…

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