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🧵 2. Lower odds of a rate cut could bearish for stocks, but is it overblown? Potential 25-bp cut from 5.25%-5.5% range isn't as significant as previous hikes from near 0%.

🧵 3. Early rate hikes in 2022 were amid an inflation crisis, but current inflation rates near target levels. Core PCE price index fell to lowest level in nearly three years.

🧵 4. Stakes for upcoming Fed meetings not as high as in 2022-23. Rate cuts and rate hikes have different implications, making the situation complex.

🧵 5. The question isn't just about whether the Fed cuts rates, but also about the broader economic factors at play. The world is complicated, and all things are never equal.