Early Morning with Dave

Early Morning with Dave

Quiet Markets Ahead of This Week's Key FOMC Meeting

Markets on tenterhooks around whether the Fed cuts 25 or 50 basis points

David Rosenberg's avatar
David Rosenberg
Sep 16, 2024
∙ Paid

Highlights

  • Markets may debate the size of the initial move…

  • … but the Fed is way behind the curve regardless

  • Chinese data disappoint across the board

  • Competitive forces drive margins (and inflation!) lower

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