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Bloomberg Surveillance: The Fed's Unlikely Inflation Goal

Bloomberg Surveillance

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Implications of Higher Yields, Rate Cuts, and Global Factors

The chapter explores the potential impact of higher yields, rate cuts by central banks, and global factors on the economy. It discusses inflation, oil prices, immigration flows, and geopolitical risks, emphasizing the need for labor market loosening. The speakers also touch upon cash allocation, equity valuations, and the outlook for AI and large language models.

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