Surveillance: 3% GDP with Matus
Bloomberg Surveillance
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The Bloomberg Total Return Index and the Fed's Expectations for September
"I think it's already starting to bite, and I think the last CPI print showed that," he says. "It's not in the chilly environment where you're going to get yields moving a lot lower or spreads moving a lot tighter" The Fed could be closer to the end when we've done hiking, but there are still secular headwinds like bank demandHeadwind: There's still some lingering credit issues.
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