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VRA Letter: Interest Rates Plummet. Fed Drama, Economic Growth & Election Questions. Adding UVXY.

Good Thursday afternoon. Stocks are sharply lower today on fears that the Fed has waited too long to start cutting rates. This has been our base case for the last 2 quarters; the Fed should have already started cutting, as inflati ...

Posted On August 01, 20243 MIN Read
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Good Thursday afternoon. Stocks are sharply lower today on fears that the Fed has waited too long to start cutting rates. This has been our base case for the last 2 quarters; the Fed should have already started cutting, as inflationary pressures have collapsed and now, economic growth is showing signs of slowing. 

If this is the case, this is the Fed’s 5th policy error since Powell got the job in 2018. Yields are plummeting, with the 10 year breaking below 4%. Last 3.97%. Again, we welcome this move lower in rates…they’ve remained too high for too long. Gravity is taking over..and that’s ultimately good news for the US economy.

Think about this; going into tomorrow’s employment report, market watchers had been hoping for a weak report, believing that it would hasten the Fed’s rate cutting. However now, if the jobs data is weak it will only add to fears of a slowing economy. In the span of just a few hours, tomorrow’s report has been flipped on its head.

Importantly, I think th...

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