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A Rally, Deferred

Macro Horizons

CHAPTER

Fed's Caution and Inflation Trends

Exploring the FOMC's cautious stance on policy easing and the market's shift towards questioning if pandemic-induced inflation is structurally higher, influencing bond markets and rate hike expectations. Delving into the factors guiding the Fed's decision-making process based on core inflation acceleration and upcoming data points for potential rate adjustments.

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