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Variant Perception

@VrntPerception

Operating at the intersection of market history & data science, we believe man + machine beats man or machine alone.

calendar_today26-05-2009 18:46:03

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Variant Perception
@VrntPerception

1 month ago

At the beginning of the year, our neutral rate model was at 1.8%. Using the Fed's PCE projection of 2.4% at YE 2024 implied a nominal policy rate of 4.2%, compared to Jan 25 Fed Funds Futures then implying 3.8% (6 cuts).

This supported our view that market rate cut expectations…

At the beginning of the year, our neutral rate model was at 1.8%. Using the Fed's PCE projection of 2.4% at YE 2024 implied a nominal policy rate of 4.2%, compared to Jan 25 Fed Funds Futures then implying 3.8% (6 cuts). This supported our view that market rate cut expectations…
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