Workflow
Dovish forward guidance
icon
Search documents
Agati: Purple haze of fiscal policy uncertainty is fully back in effect
CNBC Televisionยท 2025-07-09 11:50
All right, so we're getting a flurry of tariff proposals from the president. We had Howard Letic our air yesterday. Also talking about potential progress when it comes to moves with the EU.What does this all mean for the market and also for the Fed. Does it change the math at all when it comes to your thesis when it comes to the market. So, it doesn't change our math at all as it relates to Fed policy and the path forward for rate cuts.We're still believing as the Fed continues to push that there's dovish f ...