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Central Bank Focus

Fed Split On 2025 Cuts, But Cooling Data Supports Dovish Case

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The Fed held rates steady between 4.25% to 4.5% and maintained a hawkish tilt despite soft data, reinforcing our long-duration and steepener trades. The updated dot plot showed upward revisions to both inflation and unemployment projections, as well as to…

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