The ECB Hikes As The Fed Pauses - Is This 2008 Again?
The Macro Trading Floor
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Introduction
Alfred: I'm still a little bit surprised that central banks are as unwilling as they are to throw in the towel on this inflation fight. The Fed added two more hikes in 2023 to the dot plot, right? And two hikes as a median base case, more for 2023 sounds very aggressive. This was actually the last hike. So I don't think they are going to manage to kill animal spirits. They try to make investors be a bit aware of loading up into risk and not lose too much. But honestly, and the rest, I don't Think they will make it.
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