Markets Will Pause Rally if Fed Doesn’t Cut Rates
Description
Todd Jones expects liquidity to increase in 2025, benefitting markets. On the downside, he says there’s a risk of inflation rising. He thinks the markets will take a pause if the Fed doesn’t cut rates in the next few months, but he cautions that we should keep international central banks easing in mind as well. On crypto, he thinks bitcoin is here to stay, but warns that it remains extremely volatile.
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