Behind The Markets Podcast: John Davi
Behind the Markets Podcast
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Will the Fed Continue to Push Back?
I think we're probably within, if you took true CPIs, which are much higher than of course recorded CPIs because of the understatement of what housing inflation was in the past. Don't mean the stock market will crash because discount rates will way go down and they'll expect that discount rate to go down. I think there's still a risk of a recession. And if the Fed remains stubborn until it's become easier over here, or recorded inflation decline, that will be too late. The big burst that we had. So we've done by far the lion's share with this 2% decline. We're getting closer to absorb it.
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