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Unusual Whales Pod #7: FOMC and another 75 bps rate hike with macroeconomic experts

Unusual Whales

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Bond Markets and Inflation Expectations

i totally agree with jem and darius in saying that, no, ges pandora's box was left open for waigt too long. It started with commodity price inflation, and it's obviously jumped to much stickier components. The set up is very similar to the stagflationary set up we had in the sixties and seventies. i think t it is dangerous to assume to conflate gdp contraction with deflation.

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