So far the economy is in a good place and so is policyConcerns about tariff impact on inflation aren't as large as they were when they were first announcedMany possibilities on how much of tariffs pass through to customersFundamentals of economy are moving to where an interest rate cut may be necessaryCEOs have cautious optimism on tariffsI look more to the autumn rather than July for a rate cutUnless we see a faltering labor market, autumn looks more appropriateThis is a pushback against Waller from earlier but it's not a surprise to the market, which is pricing a 15% chancee of a July cut. This article was written by Adam Button at www.forexlive.com.