We are adding some macro-based research to our portfolio, with our inaugural report on the hottest economic topic around - inflation.
Basically, our take is that the Fed is right to remain non-reactive. If trends hold steady, we expect the first cut of at least 25bps to take place at the July FOMC meeting.
Let us know your thoughts and what you want to see next! We want to pump out a lot more research, so any suggestion help.
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