Mustafa Chowdhury on Fed Policy, US Industrial Policy and Housing Risks
Macro Hive Conversations With Bilal Hafeez
Analyzing the Fed's Policy and Probability of a November Hike
The speakers analyze the current view on the Federal Reserve (Fed) policy and the likelihood of a November rate hike. They discuss the market's reaction to the recent Jackson Hole meeting, the shift in the Fed's focus, and the concept of R-Star. They also explore the impact of interest rates on the US economy, particularly in relation to the mortgage market.
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