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Man On The Moon and a Conversation with Mike Wilson

RiskReversal Pod

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The Fed's Hawkish Pause in June

In non-inflationary expansions, the Fed has always been proactively cutting rates long before unemployment started going up. The reaction function is different when you're an inflationary expansion. And that's the difference this time. So next week, the Fed's meeting, we had that hawkish pause in June.

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