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Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Lead-Lag Live

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The Fed's Perceptions of Growth

The Fed's own perceptions of growth itself. The worry, I think if the feds forecasts are off sides, what does that make them do next? If they say, oh, we thought that growth was weaker and inflation was going to be weaker, but turns out growth is stronger it must mean inflation might be stronger. These are the kind of surprise we're talking about when it probably is relevant for where we might see the next Fed pivot kind of come from.

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