Macro Strategy Insights

Getting the Fed to Get Ahead

Normally we title this report “Ahead of the Fed”, but this time, it really had to be “Getting the Fed to Get Ahead.” First Things First – The Middle East If you missed yesterday’s webinar, we highly recommend watching the replay. The generals bring a great combination of experience, not just in the region, but also from hands-on experience with President Trump. Decent Job Data? If you have been following the T-Reports, you know that we have been on the aggressive side on what the Fed should be doing this year. We are in the 3-4 cut camp (towards 4) ... Getting the Fed to Get Ahead

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