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The slide in stocks has already driven a big shift in pricing for Fed policy this year. We're now pricing four cuts this year, which is certainly possible, but about as much as you can expect without a lot more concrete data on tariff effects. Fed put strike for this year can't rise much more.
Apr 4, 2025, 1:50 PM
{ "uri": "at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3llykpuk7fc2f", "cid": "bafyreidfarybkulb2pn6fz5tspor2h2saqsse35gdg3l52rhqtkx3bl2za", "value": { "text": "The slide in stocks has already driven a big shift in pricing for Fed policy this year. We're now pricing four cuts this year, which is certainly possible, but about as much as you can expect without a lot more concrete data on tariff effects. Fed put strike for this year can't rise much more.", "$type": "app.bsky.feed.post", "langs": [ "en" ], "createdAt": "2025-04-04T13:50:34.482Z" } }