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Michael Kao: Bank Bailout Allows The Fed To Tighten Even More
Forward Guidance
Why the Fed Won't Pivot?
I think there's going to be more of that coming. It's kind of inevitable with this type of a steep rate hike. And so back to your question on the shadow banks. Who knows? Right? I mean, we saw a snapshot of Bill Huang. Remember, how long was that ago? Was that almost two years ago? Two years. Well, I think there'sGoing to be More of That coming. But again, so then why do I think that the Fed won't pivot? Because at the end of the day, the big picture that I've had over the last year and a half to two years now is that we are in a fundamentally different regime where structural inflation
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