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Federal Reserve Guidance on Inflation and Market Impact
The chapter explores the Federal Reserve's influence on market expectations through their guidance on inflation projections, with a focus on recent surprises and forecasts. There is a debate on whether the Fed possesses unique insights into future inflation or relies on general predictions, while discussing the implications of unexpected inflation and policy changes by the Fed. The chapter emphasizes the importance of analyzing inflation trends over a 12-month period, and highlights upcoming events like the BOJ and China data release in shaping market perceptions.
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