If they could, it will be somewhat supported. We now know the fed has our back. Fed rate cuts probably stimulate animal spirits in the economy. It is going to weaken the dollar, which will help multinational companies. They want to sustain the expansion. Are we going to get gangbusters returns . No. But where you going to put the money . The fed feels it is an orchestrated market and that frustrates a lot of people. It does make you wonder, do you think the fed is trying to over engineer the economy . Specially the markets. You run with this and look at what markets can behave well. Jonathan joining me around the table in new york city, greg peters, Andy Chorlton, and krishna memani. Krishna, lets begin with you. Dont fight the fed. Someone said to me this morning, the market is bullying the fed. Krishna actually, we fought the fed and won. If you kind of go back and look at 2018 and go back to septemberoctober when they were talking nonsense, that we dont know what neutral is and we w
If the fed ends up cutting, it will probably be somewhat supported. We now know the fed has our back. Fed rate cuts probably stimulate animal spirits in the economy. It is going to weaken the dollar, which will help multinational companies. We get a bit of an all clear signal here that it will be fine. They want to sustain the expansion. Are we going to get gangbusters returns . No. But where you going to put the money . The fed feels it is an orchestrated market and that frustrates a lot of people. It does make you wonder, do you think the fed is trying to overengineer the economy . Especially the markets. You run with this and look at what markets can behave well. Jonathan joining me around the table here in new york city, greg peters, Andy Chorlton, and krishna memani. Krishna, lets begin with you. Dont fight the fed. Someone said to me this morning, the market is bullying the fed. Krishna actually, we fought the fed and won. So if you kind of go back and look at 2018 and go back to
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