I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
Wage Inflation and the Fed's Reset
Shelby: I feel like if you think of all those other inflationary inputs that we were worried about, whether they be crude oil or food or the things that were impacting home builders, lumber and copper. All of those things will basically make the case of why wages will stay bid. At some point, I don't think you can rely on Fed cutting rates. It's now been pushed out. You've got to stretch the curve out to see where it's gonna go.
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