Liquidity-Drain Dynamics Vs September-OpEx Seasonality: Nomura On What Happens After The Fed Cuts 50bps?
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Is the Fed again back-channeling (via WSJ) a 50bps kickoff to start the cutting cycle... or is it simply "the facts" in front of them? For now, it doesn't matter which - the market has shifted dramatically since the WSJ-whisper dropped, now pricing in a better-than-50% chance that The Fed cuts by 50bps next week...
Source: Bloomberg