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The Bank Bailout Will Create Moral Hazard | Joseph Wang & Stephen Miran

Forward Guidance

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Is the CPI Still the Most Important Data Point of the Month?

The CPI is the most important data point of the month, and it's been downgraded. The market will construe the Fed as having to hike into a bank, into a developing banking crisis if they come in stronger than expected. Tech companies that are not dependent upon banks could see their credit growth slow or even go negative due to this rate cut.

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