Here's your summary from Mohi-Uddin on Market Data Dependency (https://www.youtube.com/watch?v=xIPaK1CloaY) on the Bloomberg Television channel:

### TLDR:

The Fed's rate cut expectations are driven by data volatility, with markets looking for signals of future rate cuts based on inflation numbers.

### Key Points:

1. The Fed's rate cut expectations are influenced by data volatility, with markets adjusting based on inflation data.

2. The Fed needs to see moderation in inflation numbers to signal rate cuts, with a quarterly pace of cuts being the sweet spot for investors.

3. Ten-year yields are expected to fall if inflation numbers moderate, allowing the Fed to start cutting interest rates.

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