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Frances Donald: The Yield Curve Signals A Huge Warning
The Macro Trading Floor
Is the Central Bank Going to Hike a Hundred and 30 Basis Point Above Neutral Rate?
When russia invaded ukraine and we saw the energy and food price shock. Is a very different inflation shock because it moved from discretionary to non discretionary goods. Consumer confidence really started to fall off the cliff more aggressively, and the market started trading stagflation. So we need to do a better job of distinguishing between what is covein inflation and is a conflict inflation," he said.
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