Listen "One Plus One Equals Three"
Episode Synopsis
To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve has to cut interest rates. Kevin Flanagan explains why the markets think trade uncertainty plus economic weakness might just equal three rate cuts in the future.
More episodes of the podcast Basis Points
What’s Driving Treasury Yields Higher?
12/08/2026
Fed Watch: Is It a Matter of When, Not If?
30/07/2026
A New ‘Warsh’ Cycle
22/07/2026
Closing the Curtain on Rate Cuts
08/07/2026
A ‘Warsh’ Out at the Fed
24/06/2026
Private Credit Beyond the Headlines: Why Diversification and Liquidity Matter More Than Ever
11/06/2026
Are Bessent’s Hands Tied?
03/06/2026
‘Warsh’ and Dry
20/05/2026
