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Another Melt-Up, Another Crash With James Picerno

Lead-Lag Live

00:00

Is the Fed Going to Keep Rates Higher?

Do you get the sense that the Fed would try to front-run disinflationary pressures? Are they so afraid of what happened in the 70s? Bottom line is I think they're going to keep rates higher for longer. That sets up a nice trade for the bond market, particularly as inflation comes down.

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