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Julian Brigden joins Jim Bianco to chat through markets and provide exciting details about their upcoming Global Macro Summit

Talking Data

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The Opportunistic Disinflation of the Fed

Inflation hit 9% a year ago, we're going to probably be 3% when we get the June number. Jay Paul has already said that neutral on interest rates is 50 basis points above the inflation rate for the entire yield curve. But some people have been so dead by it. They think that four percent inflation is some kind of victory. It's not. Right?

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