John Schofield, Managing Director at Tempus Investment, tells Nitin Dialdas the market is expecting a 25 basis point rate cut from the Fed with the latest CPI data just about good enough to say inflation is not picking up, and we could see another cut this year if inflation stays under control. Isaac Poole, Global Chief Investment Officer at Oreana Financial, says there is scope for a cut, but September may be a closer call than markets are anticipating.