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Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots
Is There a New Conspiracy Theory About Financial Conditions?
Tracy: I believe the Fed thinks, still thinks inflation is transitory. And so it's just, talk your way out of the period of adjustment without actually tightening too much that would cause a recession. Connor: The challenge with productivity is to Neil's point, there's this very standard model of real economic growth are hours work plus productivity. But what we're seeing right now doesn't really fit into that framework very well.
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