Misra: If data worsens, the Fed can cut faster
Youtube·2025-10-01 12:11
I want to start off with the question I think a lot of people are trying to figure out if uh if or where we should look for reaction in the bond market. Uh we have Bill Leaf from Milk and on as I just mentioned he said the long end of the curve is where he expects to see some type of reaction again if it's a prolonged shutdown. Do you agree with that thesis.>> You know I would say the long end uh is cheap on any metric because there's been concerns around the deficit the sell America trade after liberation ...