What factors are influencing the timing of the first rate cut by the Fed?
Markets Pricing Normalization, Not Recession: TD's Misra

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2.
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How does the market's pricing of the trough rate compare to the Fed's estimate of the neutral rate?
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3.
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What are the potential consequences of the bank lending standards and consumer savings buffer running out?
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Why might the five-year rates be considered attractive in the current economic climate?
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What is the speaker's outlook on the 10-year yield by the end of the year?
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