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08.12.25 - 01:54
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Investors Watching for ′Hawkish′ Fed Rate Cut, Julius Baer Says (Bloomberg)
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Julius Baer's Mark Matthews says the expectation is for the US Federal Reserve to cut rates this week, and then in January and March next year. He adds that "everybody wants to see how hawkish of a cut it is" due to the dissenters among the voting members of the FOMC. (Source: Bloomberg)...
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07.12.25 - 21:18
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Bond Traders Defy the Fed and Spark Heated Debate on Wall Street (Bloomberg)
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The bond market's reaction to the Federal Reserve's interest-rate cuts has been highly unusual. On that point, at least, there is broad agreement on Wall Street. By some measures, a disconnect like this, with Treasury yields climbing as the central bank lowers rates, hasn't been seen since the 1990s....
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07.12.25 - 21:12
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′Twas The Night Before Fed Day... (ZeroHedge)
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'Twas The Night Before Fed Day...
By Peter Tchir of Academy Securities
Maybe it was being in Europe, with a particular shout-out to Zurich for putting me in a holiday mood. Academy also has our holiday party this week, which I'm looking forward to, though I'm not sure why I thought guest hosting Bloomberg TV at 6am the next morning would be a good idea. Or maybe it was the daunting task of needing to write about something that I didn't feel passionate writing about (knowing that it would be about one out of a thousand Fed write-ups hitting your inbox in the next 48 hours didn't help the motivation level). Or maybe, I was just jet lagged, lazy, and felt that we covered some of the groundwork in last weekend's The Santa Rally Recipe.
If I was to do a serious report, in as few words as possible, I'd go with:
Market is pricing in a 95% probability – the Fed won't disappoint.
Powell is as close to being a lame duck chair as we've seen, so nothing he says will carry much weight into...
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