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@SteveRattner: Trump promised to bring down rates. Before the Iran War, markets expected rate cuts of up to 0.75 po...

Trump promised to bring down rates. Before the Iran War, markets expected rate cuts of up to 0.75 points this year.

The inflationary war flipped the calculus: now they're pricing in two rate HIKES by mid-2027.

My @Morning_Joe Chart