The Cut, The Curve, and the Credit Bros
Powell trims 25 bps and every private-credit pitch deck just added a new slide.
The Fed just cut rates again – 25 bps off the top, down to 3.50%–3.75% – and markets are cheering while mortgage rates stubbornly hang out in the sixes. In this episode, we unpack what the move really means for Treasuries, housing, private credit funding costs, and the deal pipeline in investment banking.
We cover how cheaper base rates compress spreads, open a refi window for 10–12% paper, and make LBO and M&A math work again without returning to 2021 insanity. Plus, today’s Hot Sales Idea shows you how to turn…
The skinny
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