We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
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Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.
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Fixed income interest rate market monitor
Senior Vice President - Branch Director, Portfolio Manager
Senior Vice President - Financial Advisor, Portfolio Director
Investment Associate