J$ Capital(@diamondhandjs ):Last year sept we had fomc 25 bps cut and dot plot shows two more cut in 2024, this year we have the same 25 bps and two more cuts. Miran is in, trump trying to taking over fed I interpret it as bullish, tho risk management cut sounds hawkish. A more clear path of rate cut should be good for risky asset imo What do u think

J$ Capital

@diamondhandjs

Goldman sex IBD Asian woman/ queen of leverage

Joined November 2021

4.7K Following 30.3K Followers

J$ Capital@diamondhandjs

7hours ago

Last year sept we had fomc 25 bps cut and dot plot shows two more cut in 2024, this year we have the same 25 bps and two more cuts. Miran is in, trump trying to taking over fed I interpret it as bullish, tho risk management cut sounds hawkish. A more clear path of rate cut should be good for risky asset imo What do u think