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“Goldilocks” Jobs Report Provides “Permission Structure” for December Rate Cut (Then What?)…Treasuries Rally | December 6, 2024
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Powell Indicates Fed in “No Hurry” As Labor Market Strength and “Bumpy” CPI/PPI Lessens Rate Cut Urgency, 10-Year Treasury Tests 4.50% Resistance Level | November 15, 2024
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Fed Cuts 25 bps, Powell Talks Jobs (Including His Own), Control of House of Representatives Hangs in Balance | November 8, 2024
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PCE Data Barely Moves Markets as Jobs Report and Election Loom…Oil and Bond “Divergence” Could Point to Term Premium | October 31, 2024
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Yields Climb on Strong Economic Data, Fed Cut Uncertainty | October 17, 2024
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Jobs Report Upends Rate Cut Narrative… “No Landing” Scenario Spikes Yields | October 10, 2024
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Labor Market Shows Unexpected Strength | October 3, 2024
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After the Cut…What’s Next? | September 26, 2024
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Fed Goes Big (50 bps) with 50 More on Tap for 2024, Treasury Yields Go Up, What’s Next? | September 20, 2024
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Are We There Yet? Yes!…Rate Cut Assured Next Week…Will it be 25 or 50 bps? (50/50)… | September 13, 2024
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