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#1008 Mike Singleton Explains The Importance Of The Bond Market

The Pomp Podcast

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Can the Fed Get Increasively Hawkish From Here?

The trend at invictus is that markets tend to trend, and trends tend to persist. We would be investing right now as though monetary conditions likely to continue tightning. But we'll caviat that by saying, a, this is longer as easy a trade as it was six months ago when monetary conditions were relatively looser. So i don't think that the sed needs to be incrementally more hawkish in order to reduce inflation over the coming year.

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