Michael Arougheti, President of Ares Management
The Walker Webcast
00:00
Fed Policy
The US economy is still very, very strong and that the tightness in the labor market is real and structural. And it's hard to see how that reverses even with all of the headline layoffs you see from the big companies. So if I had to guess, I would think a 25 basis point hike at the next meeting kind of buys you the best probability adjusted outcomes. If you're the Fed, I don't think you can stop enough now to say that we've tamed inflation right now.
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