Comments from Barkin:No base case for Dec meetingHard to know impact of elections on economyCurrent policy rate likely around or slightly below neutralDo not think ballot measures will impede data center construction, companies will find somewhere else to build'Slightly below' neutral is a new talking point and it's a surprise given that Fed funds are almost at 4%. For him, it would signal that rates could go up more than the 50 bps priced into the market in the next year. This article was written by Adam Button at investinglive.com.