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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts

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From: ajtj999/2/2025 11:29:00 AM
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Ed Yardeni: “The CME FedWatch Tool indicated that the latest probability of a 25-basis-point Fed rate cut at the September 17 meeting of the FOMC is 86.4%. Our subjective odds are 40%. Friday’s data supported our none-and-done-in-2025 stance based on our view that the economy doesn’t need a rate cut, especially with inflation closer to 3.0% y/y than the Fed’s 2.0% target.”
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