3min chapter

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Episode 20: For the Fed, the Devil is in the Data; Agency MBS Update

Guggenheim Macro Markets

CHAPTER

The Fed's Evaluating of Financial Conditions

Households and businesses are sensitive to headline inflation more so than any nuanced view of inflation. The Fed looks at a broad array of financial variables that do have an actual economic impact. If financial conditions ease too much, then economic growth and inflation could re-accelerate.

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