Discussion about this post

User's avatar
James Fairbanks's avatar

Great analysis. Really enjoyed this read Caleb!

Expand full comment
Travis's avatar

I still think the May 1st meeting is in play for the first 25bps cut, and if you look at SOFR swaps that market also implies one 25bps cut by May.

We'll have three more CPI prints before that meeting, and I believe the March & April readings will have a 2 handle at the front. It will be difficult for the FOMC to remain this hawkish & restrictive if that transpires.

Expand full comment
4 more comments...

No posts