Aggressive Fed Rate Cuts Would Backfire. Here’s Why
Published on
By triggering a renewed surge in the yen, and a disorderly unwinding of the AI bubble, more aggressive rate cutting would guarantee the very recession that the Fed is trying to stave off. This means that underweight short-term US rates or T-bonds combined with underweight US tech is a winning position, one way or another. And we reveal the best way of expressing this.
BCA Research | CoreMacro
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