We know the justification the Fed gives is just a cover up, we do a deep dive on the metrics that drive their decisions and what it means for assets into q4…
Which ones will benefit and which ones will not?
MBCC TH 29th Oct'25 - "What really drives the Fed balance sheet policy and interest rates, it is not inflation nor is it labour market - these are just optics...deep dive on what compels them!"
