Jamie Cox

“The reaction function wasn't that bad, largely because it's clear where rates are headed, despite Powell's current ability to enforce the wait and see.”

Jamie Cox · said date not stated · reported 2025-07-29

Jamie Cox commented on market sentiment regarding the broader direction of interest rates.

“Powell isn't buckling under the political pressure to cut rates, so markets needed to reprice the overall level of the Fed Funds rate going out a few months,”

Jamie Cox · said date not stated · reported 2025-07-29

Jamie Cox assessed the market's need to reprice rate expectations following the Fed's decision.