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The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
The Macro Trading Floor
Is the Supply Chain on the Way Down?
Everyone, teddy, including me, including the fede reserve, including most analysts, underestimated this inflation cycle on the way up. Supply chain is significantly improving, which allows them to be able to deliver at much quicker paces. And two, probly, on the demand front, there's not as many orders, so they have more time to sort of run through this. So my leads might be six to nine months, a, saying lower, but the pace at which the mackor dad is moving to day is so much faster that 've seen.
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