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Show Notes
- Ian Lyngen, BMO US Rates Strategy Head
- Matt Miskin, John Hancock Co-Chief Investment Strategist
- Blerina Uruci, T. Rowe Price Chief US Economist
Ian Lyngen of BMO believes there is a good chance the Fed cuts by 50bps "simply to front-load the process." Matt Miskin of John Hancock says the Fed's cutting cycle could end with a two-handle on the 10 year and a two-handle on the Fed funds rate. Blerina Uruci of T. Rowe Price is "not very optimistic that the disinflation in goods is going to be sustained."
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