Surveillance: Forget About Fed Cut, says Sahm
Bloomberg Surveillance
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The Fed's Inflation Outlook
Bonds went down 15% just as a round number. The front end of the curve will be pulled higher with the fed delivering more rate hikes likely. What are CFOs going to do in this milieu? I mean, there's going to be the big guys call up to make four phone calls,. And they sell a gazillion bonds, but is a total return possible?
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