...if the Fed cuts 25bps, the market could get worried about too...

...if the Fed cuts 25bps, the market could get worried about too little too late

...if the Fed cuts 50bps, the market could rejoice initially and then begin to worry what the Fed sees

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There has never been a more uncertain Fed meeting on record.

Regardless of what the Fed does tomorrow, half of the market will be disappointed.

Buckle up.

https://x.com/KobeissiLetter/status/1836192225010819075