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17min chapter
Fed Shift Rates Debate From ‘How High’ to ‘How Long’
Bloomberg Businessweek
Analyzing the Resilience of Consumers and Stability of Housing Prices
The hosts discuss the resilience of consumers in the face of economic uncertainties and the reasons behind the stability of housing prices. They analyze retail sales data, the trade in US government debt, the possibility of a soft landing or a delayed recession, and the potential for a significant rally in two-year yields.
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