How Many Rate Cuts in 2024?

Listen to Bill Baruch's rate cut expectations for 2024 and why.

Published on May 17, 2024

So other than stocks, you own bonds to the point but that's what we should be doing. This is where we value conversation by analysts this morning, how can we look and build into the portfolio something if the market were to surprise us with some sort of move, then how can we protect the portfolio and I'm not ready to buy puts yet is it a small exposure to to evict? Is it small exposure to something else that could that is going to rally in the case of some surprise here, but for the case of rate cuts, I'm in the camp, we get three cuts. Still, I think it's the market's reaction function that the Fed is worried about, and they're holding strong here right now, and we'll see it start to maneuver in this summer. There are a lot of answers as to what you do. It depends on how active you want to be and how much time you want to spend