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11min chapter
Navigating Market Surprises: Understanding CPI and PPI Impacts
Know More. Risk Better.
Market Reaction to Fed Rate Cut Expectations
The chapter discusses the market's response to changes in Fed rate cut expectations and recent economic data, including surprises in CPI and PPI. It focuses on investor perspectives on credit as a spread or yield product, analyzing high yield and investment grade bonds, inflation data implications, and the Fed's proactive stance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode