"Predicting Fed Rate Cuts: Insights from Investment Strategists and Bond Traders"

1 min read
Source: Barry Ritholtz
"Predicting Fed Rate Cuts: Insights from Investment Strategists and Bond Traders"
Photo: Barry Ritholtz
TL;DR Summary

Jim Bianco discusses the data investors should follow to anticipate when the Federal Reserve will begin cutting rates, highlighting the significance of initial unemployment claims and wage gains. He emphasizes the impact of rate cuts on the market, the historical context of rate changes, and the importance of understanding the reasons behind the Fed's rate-cutting decisions. Bianco suggests monitoring initial unemployment claims and Chairman Powell's "super core" inflation measure to gauge the potential start of a new rate-cutting cycle.

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