Hit Me Baby One More Time

Gonna start with the Fed even though…

…. I think there are far more interesting things going on this week.

So, the market is convinced that the Fed will cut one more time before pausing, which seems about right.

On one side, the labour market is fine but trends are a little weak…

While there’s enough inflation pressure to have them concerned that it’s not been defeated just yet…

So, this meeting is all about the messaging and the projections.

Subscribe to Fink Ultimate to read the rest.