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Fed’s Mester Wants Few More Months of Good Inflation Before Cuts
Bloomberg Businessweek
Navigating Economic Uncertainty and Market Volatility
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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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highlights
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