US interest rate cut expectations jump to 94%!



Following weaker-than-expected inflation data, markets raised their bets on a rate cut at the next Fed meeting from 80% to 94%.

The outcome?

• A likely shift in money market funds to longer-term bonds.

• Support for stock and real estate valuations as discount rates fall.

If the cut materializes, we could see a major re-pricing of bonds and stocks.

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MAJOR-3.96%
OP-8.36%
DOT-5.14%
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