This podcast episode discusses the likelihood of the Fed cutting interest rates multiple times this year and emphasizes the importance of being proactive. Waiting too long to lower rates may have a negative impact on the economy. Recent events suggest that the Fed may start adjusting rates soon, and credit investors are hopeful for solid economic data in the second half of the year. However, the impact of rate cuts on credit depends on overall economic conditions. The episode also highlights the potential impact of rate cuts and weaker data on credit growth, with a reminder to review the show and share thoughts on the market.
