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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (17718)11/18/2000 8:30:11 PM
From: Jim Willie CB  Read Replies (1) of 65232
 
I think you underestimate in turn the expectation of next Fed rate cut

if inflation hawks like Bill Wolman of CNBC think Greinstein has adequater economic slowdown evidence to at least move to neutral bias, and even he expects a rate cut by first quarter next year...

then the beginning of a Fed easing cycle would be catalyst

make sense?
Wolman thought with a new President-elect, Greenjeans would have made a motion to neutral bias
but he couldnt with president uncertainty

maybe you are thinking more immediate clear catalyst
and I am thinking gradual shifting catalyst, slow in revealing

/ Jim
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