Spindrift Spiked is now available in select markets. Find it near you.
Spindrift Spiked is now available in select markets. Find it near you.

It’s Time to Cut Rates

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on financial planning, portfolio construction, tax and estate planning, retirement plan services and/or anything we found interesting. Enjoy this week’s curated list for your weekend reading!

 

📙 IT’S TIME TO CUT RATES

Cullen Roche | Discipline Funds

Cullen writes, “I am ready to call it. The Fed should cut rates. July would be the right time to start in my opinion. To be clear, I don’t think they will do this. I still think the baseline first cut is November because the next few inflation prints will appear sticky enough for the Fed to keep rates where they are. And the election is too close to the September meeting for them to initiate cuts then. So I still think November is what we’re looking at. But if I were Jerome Powell I would cut in July. Here’s why.”

 

Click here to read more.

 

Want to hear more from our team? Check out the Lagniappe Podcast

Related Posts

Market Panics in Hindsight
Weekend Reading
Read More
Trump Tax Cuts Are Set to Expire by 2026. What Money Pros Are Telling Clients.
In the News
Read More
When Discipline Really Mattered
SFO Updates
Read More