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Reports of two potentially major buyouts show the risks of late-cycle corporate bond investing.
Be careful drawing too strong of a conclusion from these numbers.
It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.
I do think those watching for where we are in the cycle should be paying close attention this earnings season.
There are a number of important questions stemming from this series of events.
Here's my take on the Federal Reserve's expanded balance sheet, the Labor Department's jobs survey, and Fed's September meeting minutes.
Let's face it, the numbers aren't great and the trend is bad.
The Fed as a group isn't completely sold on another cut yet.