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GM54: "Weakflation" in 2024 ft. Gregory Peters

Top Traders Unplugged

00:00

Yields, Inflation, and Fed Policy

The speakers analyze the range of yields in the current market environment, forecasting yields to be between 5% and 4%. They discuss the implications of inflation remaining above 2% on Fed policy and central bank policy. They also explore the factors that can drive slightly higher inflation, such as labor, de-globalization, and decarbonization.

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