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The Weekly Rebalance #8 — The Fed’s Rate Cut, Steeper Yield Curves, and Inflation’s Next Chapter
This week on The Weekly Rebalance, Ethan and Nick unpack the Fed’s expected 25 bps rate cut and what it means for markets heading into November. They discuss the steepening yield curve, inflation’s lingering impact, and why America’s middle class continues to feel the squeeze.
From tariffs to consumer spending trends — and even which candy stocks are outperforming — this episode blends macro insight with a dash of Halloween flavor.
References: Nilsson, K. P. (2025, October 28). Macrobond trends: Policy rate decisions across the Atlantic: Blindfolded easing and reluctant doves. Macrobond Trends. https://www.macrobond.com/resources/macro-trends/macro-trends-oct-27
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By Landon JonesThis week on The Weekly Rebalance, Ethan and Nick unpack the Fed’s expected 25 bps rate cut and what it means for markets heading into November. They discuss the steepening yield curve, inflation’s lingering impact, and why America’s middle class continues to feel the squeeze.
From tariffs to consumer spending trends — and even which candy stocks are outperforming — this episode blends macro insight with a dash of Halloween flavor.
References: Nilsson, K. P. (2025, October 28). Macrobond trends: Policy rate decisions across the Atlantic: Blindfolded easing and reluctant doves. Macrobond Trends. https://www.macrobond.com/resources/macro-trends/macro-trends-oct-27