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Bond Market Not Liking Powell's Spin
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Bond Market Not Liking Powell's Spin

Fifty basis point Fed cut sparks global market volatility

David Rosenberg's avatar
David Rosenberg
Sep 19, 2024
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Early Morning with Dave
Early Morning with Dave
Bond Market Not Liking Powell's Spin
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Highlights

• Fifty basis point Fed cut sparks global market volatility

• It's a goldilocks moment for mid-caps

• Falling shelter costs to push inflation below 2% by year-end

• Excess savings turn negative

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