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I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft

RiskReversal Pod

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Dot Plots Are Done Quarterly

It's been a long December because it feels this is a long December. So what really happened? Remember, the dot plots are done quarterly. Yes, you got the CPI number was better than expected less inflation. You got some other stuff mixed in there. And last thing I'll say is I think the Fed stuff is in the rear view mirror. Now let's focus on fundamentals and what really matters.

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