Pascale’s Perspective

Jobs Report Upends Rate Cut Narrative… “No Landing” Scenario Spikes Yields 

Labor Market Shows Unexpected Strength

After the Cut…What’s Next?   

Fed Goes Big (50 bps) with 50 More on Tap for 2024, Treasury Yields Go Up, What’s Next?  

Are We There Yet? Yes!…Rate Cut Assured Next Week…Will it be 25 or 50 bps? (50/50)…      

Rate Cut Still on Tap for September…Employment Report Looms Large  

Fed Chair Powell: “The Time Has Come for Policy to Adjust” 

Early August: Market Volatility and Rate Cut Expectations Soar on “Weak” Jobs Report…Now: Market Calm Resets Expectations…What’s Next?  

Rate Cut “On The Table”, Treasuries Rally, “Contrarian” News Cycle Changing?