Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road will be just fine. We will end up with a stand o ff agreement. Not to disagree so violently that trade talks writedown. You get a reset to restart the discussions. We will continue talking. If things go bad, we could be panicking on monday. Lets say there is an escalation. They storm away from the bargaining table. That that will probably cut by 50 basis points, not 25 in july. David joining me is leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. David, we just heard about the g20. The show, what is the key risk for questions or questions you are hearing from clients, is all about the g20 . Questions are what is happening with the g20 and more broadly, trade policy, trade risks in the market. The other thing they want to know about is the fed, are they going to cut Interest Rates this year, how are these related, what will happen . Taylor
The lack of bad news is probably good news. Kicking the can down the road will be just fine. We will end up with a stand still agreement. Not to disagree so violently that trade talks writedown. You get a reset to restart the discussions. We will continue talking. If things go bad, we could be panicking on monday. You get a lower market. Lets say there is an escalation. They storm away from the bargaining table. That that will probably cut by 50 basis points, not 25 in july. You dont need tenors to go away. Taylor joining me is ken taubes, david leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. David, we just heard about the g20. We were talking coming into the show, what is the key risk or questions you are hearing from clients . Is it all about the g20 . Questions are what is happening with the g20 and more broadly, trade policy, trade risks in the market. The other thing they want to know about is the fed, are they going to cut Interest Rates this
To fresh record highs. We start with the big issue. Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road would be just fine. We probably will end up with a standstill agreement. Not to disagree so violently that trade talks break down. You get a reset to restart the discussions. Further discussions. Further meetings. Well continue talking. If things go bad, we could be panicking on monday. Lets say theres an escalation. They storm away from the bargaining table. The fed will probably cut by 50 basis points, not 25 in july. You dont need tariffs to go away. The fed is going to be dovish. Taylor joining me in new york is ken taubes, david leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. David, let me start with you. We just heard about the g20. We were talking as we were coming into the show, whats the key risk or questions youre hearing from clients . Is it all about the g20 . Yeah, the key
Signs of optimism heading into the g20. The lack of bad news is probably good news. Kicking the can down the road would be just fine. We probably will end up with a standstill agreement. Not to disagree so violently that trade talks break down. You get a reset to restart the discussions. Further discussions. Further meetings. Well continue talking. If things go bad, we could be panicking on monday. Lets say theres an escalation. They storm away from the bargaining table. The fed will probably cut by 50 basis points, not 25 in july. You dont need tariffs to go away. The fed is going to be dovish. Taylor joining me in new york is ken taubes, david leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. David, let me start with you. We just heard about the g20. We were talking as we were coming into the show, whats the key risk or questions youre hearing from clients . Is it all about the g20 . Yeah, the key questions are whats going on with the g20 and more b
The lack of bad news is probably good news. Kicking the can down the road will be just fine. We will end up with a stand off agreement. Not to disagree so violently that trade talks writedown. You get a reset to restart the discussions. We will continue talking. If things go bad, we could be panicking on monday. Lets say there is an escalation. They storm away from the bargaining table. That that will probably cut by 50 basis points, not 25 in july. , the dont need tariffs fed is going to be dovish. Taylor joining me is ken taubes, david leduc, and coming from our Princeton Bureau is ira jersey of bloomberg intelligence. David, we just heard about the g20. Coming into the show, what is the key risk or questions you are hearing from clients . Is it all about the g20 . Questions are what is happening with the g20 and more broadly, trade policy, trade risks in the market. The other thing they want to know about is the fed, are they going to cut Interest Rates this year, how are these rela