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Liquidity-Drain Dynamics Vs September-OpEx Seasonality: Nomura On What Happens After The Fed Cuts 50bps?

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by Tyler Durden
Friday, Sep 13, 2024 - 03:20 PM

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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

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