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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Fed Is OK With a Pause With Inflation This High

I think the point the point one overall is obviously driven by continued disinflation across the energy components. And I think that's why the Fed is so loathe to even entertain the possibility of recuts this year, right? Because it's like, yeah, we might not be wanting to hike any further, but we certainly don't want to reverse course anytime soon. The last thing that they want is for inflation to be second 4%, for one or two years, and then that to come in and hike again.

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