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Insights from Goldman Sachs Investor Day
Bloomberg Businessweek
Is the Fed Trying to Find a Neutral Rate?
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We are looking for an additional 25 basis points increase in the March meeting, as well as the May meeting. But they might have to go again in June if, you know, the labor market does not cool. And we've been talking a lot about the hot inflation data out of Europe,. The ECB potentially going up to 4% on the peak rate. That's what markets at least are pricing in now for the first time.
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