Stocks Are Cheering Fed Rate Cut Hopes. Are They Wrong?
Update: 2025-08-13
Description
Stocks are cheering as Fed rate cuts hopes solidify. Traders are convinced that stimulus is just around the corner, but are they forgetting why they want it? tastylive's Head of Global Macro Ilya Spivak breaks down how rate cut speculation has fueled another push to record highs for US stocks, and considers whether this optimism is at odds with why markets want the Fed to act: the mounting threat to global economic growth.
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