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Review | Inflated Expectations

  • Edward von der Schmidt
  • Sep 17, 2024
  • 11 min read

Updated: Mar 23, 2025

The Fed has signaled that it will cut the Federal Funds target range 25bp (to 5.00-5.25%) on September 18 and initiate a monetary easing program. While nascent growth concerns could dovetail with excessive labor market cooling to motivate a larger initial reduction, more assertive forward guidance appears likely instead.

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