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Powell's Job Isn't Done Yet | Cameron Dawson

Supply Shock

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Is the Fed's New Super Core Inflation Heating Up?

The Fed's new kind of super core inflation, which is X energy, food and housing, it's actually re accelerated in January. And we also had really hot retail sales. We had a big jobs kind of surprised the upside. Even like used car prices, right, which is kind of the hallmark of that, you know, early pandemic era,. So is this something that we should be worried about? Do you think this trickles back into the Fed's standpoint on monetary policy? Well, very much so. You've seen such a violent reaction within the bond market, really through the month of February in re pricing what its expectations are from the Fed.

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