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10min chapter
Surveillance: Time to Buy with Emanuel
Bloomberg Surveillance
The Current State of the Economy: Inflation and Spending Patterns
The speakers discuss the current state of the economy, highlighting recent data releases, the shift in spending patterns, and the persistence of inflation. They mention the impact of supply chains, commodity prices, and the yield curve on inflation, and discuss the Fed's forecast and potential challenges. The chapter also introduces guest speakers who share their thoughts on American exceptionalism, the public sector deficit, and the bond market instability.
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