Tariffs and Rate Cuts: Market's Calm and Future Fed Moves

July 8, 20256m 31s

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Show Notes

Ahmed Riesgo expects the market to shrug off the latest tariff news and believes the worst of the trade war fears are behind us. He thinks the Fed will cut rates at least twice, potentially three times, this year. He also sees underlying weakness in the labor market despite the strong jobs report.

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