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16min chapter
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data
Forward Guidance
Navigating Economic Uncertainty and Policy Adjustments
Exploring the potential impact of interest rate cuts by the Federal Reserve amidst demographic changes and fiscal policies, while analyzing the implications of inflation, real rates, and the FOMC's estimates for the neutral rate. The chapter delves into the unpredictability of predicting economic factors and the potential effects of a government shutdown, shedding light on tax refund projections and the challenges of making fiscal predictions in light of recent atypical patterns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode