Why is the Fed pivoting? More importantly, why now? We have to consider a couple of options since central bank officials are privy to more data than we have. Not that they know what to do with it, but if there's something they see perhaps we don't yet it's worth figuring it out ahead of time. After all, with rates plunging markets are in a rush to get somewhere already.
Eurodollar University's conversations w/Steve Van Metre
