Edison Byzkya says the Retail Sales report may be causing concern in the market that we won’t see a Fed cut tomorrow. He’s looking ahead to Powell’s remarks tomorrow more than the actual decision, which he expects to be a 25 basis point cut. He talks about the possibility of reinflation from rate cuts, especially if homebuyers flood the market. Edison explains what to watch in the bond market to see if reinflation ignites.
Trading 360
16 Sep 2025
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