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The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Forward Guidance
The Stickiness of Services Inflation
The interview you're watching right now was filmed at the legendary Camp Kotok, an invitation only retreat with prominent investors, economists, and wealth managers. I don't see where the Fed could say, well, we've done enough. There could be one or two more rate hikes. The big open question is, if the Fed is not done, how do financial markets respond to the Fed potentially not being done?
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