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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Fed's SEP Path of Policy for the Next Coming Months

The disconnect between the Fed's expected and where the market is pricing will be key to asset prices in the coming months. I think that there is a real possibility that we could see these implied rate cuts bring down the borrowing costs of a broad segment of interest rate sensitive sectors. So my expectation is that rates would stay higher for longer and that has impacts to asset pricing, perhaps in the line of what Jim is suggesting - more downside to riskier assets going forward.

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