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#997 Darius On Why Inflation May Be Here To Stay

The Pomp Podcast

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The Market Is Pricing in Incentive Fed Fund Rate Changes Over the Next Month

Since early may, we've seen this sort of, um, you know, the market in pricing in increment hawkish policy. And to me, i think the market may be underestimating their willingness to stay tight,. To do incremental rate likes, to do incremental cut, to be incrementally tight with respect to its observers and reo facility. If inflation starts misbehaving, may misbehave tomorrow with the c p i print. Or it may just misbehave in the months ahead as energy and food prices continue to go higher.

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