UnitedHealth Warns of Rising Medical Costs
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Analyzing the Impact of the Federal Reserve's Pause on Balance Sheet Runoff
In this chapter, the speakers discuss the potential impact of the Federal Reserve's decision to pause interest rate hikes and its effect on the balance sheet runoff. They analyze the outlook and predict that the long and variable legs will start to have a negative influence on the data during the summer and early fall. The chapter also briefly mentions the session and the dynamic duo's breakdown of the Fed.
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