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Rate cuts start this Wednesday, September17th, 2025.

Polymarket odds are now strongly in favor of 3 rate cuts in 2025. CME Fedwatch probability is now at 70% for 3 cuts by December 10th.

Economic data, especially employment, has strongly confirmed the start of a full rate-cutting cycle beginning in 1.5 days.

Historically this set of circumstance has coincided with large or even historic bond rallies.

Will this time be different?

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