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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

Unusual Whales

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The Fed Might Have to Do More to Stimulate Inflation

Inflation still running about five percent you see wages running at five or six or seven percent depending on exactly how you want to calculate it. The combination of those two things means that structurally well we might have this period of a bit weaker inflation and everyone will rejoice. We're probably going to face something a little more challenging in the second half of the year where though those disinflationary pressures moderate leading to pressure on the fed to continue to tighten.

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