UBS On-Air: Paul Donovan Daily Audio 'Rate cuts are coming'
UBS On-Air: Market Moves · Podcast owner
September 16, 20242m 6s
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Show Notes
Market attention is focused on the Federal Reserve meeting this week. A rate cut is clearly expected (and long overdue), as inflation pressures continue to fade in the US. However, a rate cut of more than 25bps seems unlikely—while the Fed is late in cutting rates, a larger move might be taken as a sign of panic. Higher frequency cuts rather than larger cuts seem most likely.