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Show Notes
-Henrietta Treyz, Veda Partners Director Economic Policy Research
-Earl Davis, BMO Head of Fixed Income and Money Markets
-Matt Raskin, Deutsche Bank Managing Director and U.S. Head of Rates Research
Henrietta Treyz of Veda Partners analyzes the implications following Biden’s withdrawal from the presidential race. BMO’s Earl Davis and Matt Raskin of Deutsche Bank discuss the shift from last week’s mentions of a July rate cut to the current broader consideration of a September cut and delve into Trump Trade and how Biden’s departure impacts market dynamics.
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