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Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Unusual Whales

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The Role of Volatility Markets in Perpetuating a Longer Cycle

The trajectory has been clear for years now. We're going on years of the ongoing call for transitory inflation, but it keeps being sticky. The employment market is incredibly tight. Real GDP growth got upgraded significantly in nominal terms. I think everybody, the markets have been ignoring the Fed for some time. Markets will listen and catch up.

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