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Unusual Whales Pod Ep 16: Macro Outlook for 2023, the Federal Reserve in 2023, and the January 6.5% CPI Print

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Credit Growth and Inflation

Credit growth is really important to on to me in understanding whether or not inflation can be sustained and it really is a tremendous credit boom acting right now. Banks are in a very healthy position post-gfc so even though rates were low many people want to borrow those low rates they weren't really willing to land today households have net worth that are around as high as they've ever been with wages that continue to increase  that combination has led to a strong uh... i guess supply and demand for credit even though interest rates have risen.

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