Do Stocks Really Want a Strong Economy or Fed Rate Cuts?
Update: 2025-09-03
Description
Do stock markets really want a strong US economy? The time to find out may be here if muscular US service sector data eats into Fed interest rate cut expectations. tastylive's Head of Global Macro Ilya Spivak previews August's ISM services PMI data and considers how traders may react if it adds to signs hinting that the US economy is re-accelerating and points the Fed away from the big-splash stimulus that markets have priced in already.
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