Fed Could be ‘Forced’ into Cutting Cycle in 2H25

Jens Nordvig names DOGE & tariffs “growth drags” that will “start to add up” as a headwind for markets. He contrasts recent stock vs bond moves, and thinks there is opportunities in fixed income. Jens doesn’t expect the Fed to cut rates soon, but thinks it could be forced into it by the second half of the year.

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