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Fed Cuts Coming or Crisis Brewing?

Fed Cuts Coming or Crisis Brewing?

Update: 2025-11-17
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Description

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research break down the latest news and trends driving the latest drawdown in global risk assets. They dig into the unfinished China trade deal, persistent liquidity pressures, and whether this all sets the stage for a Fed rate cut in December.

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Fed Cuts Coming or Crisis Brewing?

Fed Cuts Coming or Crisis Brewing?

Andreas Steno Larsen