Surveillance: Fed Cycle with Calvasina
Bloomberg Surveillance
00:00
Is the Fed Going to Stay Higher for Longer?
I'm still in the camp that thinks we are closer to the end of this hiking cycle and we're going to get the pause. I think there could have been some labor hoarding. For me, the broader thesis is still intact for now. And I think it argues against a deeply bearish narrative in markets.
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Transcript
