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Surveillance: CPI Bolsters Bets on Fed Pause

Bloomberg Surveillance

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The Importance of Predictability in Financial Institutions

I don't think we're done seeing the impact of higher interest rates on pressure on financial institutions. I do think that people are expecting a bit more in terms of drama on this front. The thing that ought to happen is reflected in what policymakers have said, which is that there has to be more careful oversight of mid-sized financial institutions.

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