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Buy the Bounce? 7/8/22

Halftime Report

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Is the Fed Going to Be Ashawkish as the Markets Expect?

The market believes the fed peak is now mark 20 23, from late may. But inflation forecasts using swaps markets see almost under two % inflation monthly from august all the way through march. And that really means the fed may not have to be as hawkish as the markets expect. Even so, though they're still going to be aggressive now, they may not go as far into 20 23 as the market initially thought it might.

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