CPI tonight comes in cooler and Waller’s hike talk is just Fed credibility management. They’ve done enough. With inflation trending down and growth slowing, the next move is still a cut in Q4. I’m buying the dip in duration and tech into that pivot.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.