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bullish
Yield Curve Reinverts On Rising Soft Landing Expectations
264 Views08 Oct 2024 03:18
SUMMARY
- Despite strong jobs data, the yield curve has inverted once again. This inversion is driven by delay in rate cut expectations.
- Encouraging PCE data which showed inflation easing to 2.2% (lowest since 2021 & close to Fed's target), the likelihood of a cumulative 50 bps cut has steadily risen.
- Soft landing reduces urgency for aggressive rate cuts, giving the Fed more flexibility to monitor the effects of previous rate hikes and to lower rates more gradually.
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- Yield Curve Reinverts On Rising Soft Landing Expectations08 Oct 2024
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