The Credit Strategist

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The Mean Season
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The Mean Season

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The Credit Strategist
Aug 05, 2024
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The Mean Season
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August is starting with a weak hurricane on Florida’s West Coast and a derecho buffeting global markets. Calls are rising for the Fed to make an emergency rate cut or to cut by 50 basis points in September - a sign of how weak-minded investors have grown after years of easy Fed policy.

Thus far, all we have is a run-of-the-mill correction led by over-va…

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