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It could be a few rate cuts would improve business sentiment, but watch out if the Fed needs to keep cutting.
The longer the Fed waits to cut, the lower rates will ultimately go, but so far there's little hint of action to come.
Here's how to read and react to Friday's important numbers.
This is why rates rose the day the Fed made such strongly dovish comments, and how you should manage your fixed income portfolio in response.
To get rates even lower, we do probably need the economy to get slower.
When it comes to inflation, the Fed may be risking their credibility.
Strictly in terms of the trade war, the question is whether tariffs are ultimately inflationary or not.
Between favorable technicals and my view that a Fed rate cut is very likely, I'm bullish on Treasuries here.