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7min chapter
Fed’s Mester Wants Few More Months of Good Inflation Before Cuts
Bloomberg Businessweek
Navigating Economic Uncertainty and Market Volatility
The hosts engage in banter before interviewing Kennan, the CEO of Clear Harbor Asset Management. They discuss the recent performance of major indices, U.S. Treasury rates, and insights from a recent Fed meeting on tailoring investment strategies. The conversation delves into the bond market, inflation break evens, and potential indicators of a recession, focusing on historical patterns, consumer stress, and economic signals amid market volatility.
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