Stifel's Piegza Expects Fed to Cut Rates in December

The transcript discusses the Federal Reserve's current stance on monetary policy, highlighting the potential for a pause in policy adjustments due to inflationary pressures. It examines the impact of economic data on decision-making, the concept of a neutral rate, and the possibility of future rate cuts. The discussion also touches on the challenges of managing inflation and the economic outlook for the coming year.

What factors could potentially limit the downside for the Fed's rate cuts?

How many additional rate cuts does the speaker anticipate for the next year?

What is the expected neutral rate of the Fed funds according to the speaker?