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Unusual Whales Pod Ep. 24: FEDERAL PAUSES RATE HIKES, The US Dollar Currency Dominance, Liquidity, and Refunding the Treasury

Unusual Whales

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The Fed Loses Credibility

There's an expectation pricing the markets that the fed will definitely bring inflation durably down to the two percent mandate and have it be there essentially for five years. There's a real risk that if the fed remains two steps behind in terms of their monetary policy for extended period of time that could shift fast. Essentially nothing's priced in like essentially zero risk of that is priced in over the course of the next five years, he says.

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