Bond traders are betting on a deteriorating US economy, leading to speculation of aggressive interest rate cuts by the Federal Reserve to prevent a recession. Traders see a 60% chance of an emergency quarter-point cut within a week, fueling a significant bond market rally.
Key Points
Traders see a 60% chance of an emergency quarter-point rate cut
Expectations for unusually large half-point rate cuts
Speculation of a hard landing for the US economy
Pros
Bond market rally due to expectations of aggressive Fed easing