Join Jason Draho, Head of Asset Allocation Americas, and Brian Rose, Senior Economist Americas, for thoughts and reflections on the outcome of the September FOMC meeting. Jason also speaks to the market response, and shares CIO’s positioning recommendations. Host: Daniel Cassidy
Published 09/18/24
Finally, several months later than it should, the Federal Reserve will cut rates today. Stressing data dependency when data are not dependable has led to this unnecessary delay. The Fed has been lucky the damage has been limited—middle-income borrowers locked in mortgages at absurdly low rates,...
Published 09/18/24