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Where Fed is likely to go and what that means for equities

Wall Street Breakfast

00:00

In-depth Analysis of Fed's Inflation Stance and Rate Cut Predictions

Exploring the speaker's detailed analysis of the Federal Reserve's position on inflation and potential rate cuts, including insights from Fed speakers and the CPI swap market. Predictions point to a delay in rate cuts until May 2025, emphasizing the need for higher interest rates and discussing impacts on the bond market.

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