the story of two economy--it needs 50 bps cut

The story of two economies.

The cyclical side of economy is doing very poorly, they are struggling;

The tech side of economy is doing quit well.

The cyclical side of economy need big cut to engineer a solf landing. 

THe market has given signal to Powell--if you do not cut, or cut too little,  We are going to give your color to see.

in my thinking less than 50 bpts cut would be bearish.