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![stevehou0 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::803639496386355200.png) Steve Hou [@stevehou0](/creator/twitter/stevehou0) on x 30.6K followers
Created: 2025-07-22 17:08:27 UTC

Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. 

Here's my review of the sequence of events last fall:



XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947705310283764122/c:line.svg)

**Related Topics**
[rates](/topic/rates)
[bessent](/topic/bessent)
[events](/topic/events)
[fed](/topic/fed)
[inflation](/topic/inflation)
[fixed income](/topic/fixed-income)
[federal reserve](/topic/federal-reserve)
[hou](/topic/hou)

[Post Link](https://x.com/stevehou0/status/1947705310283764122)