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The Energy Trade Has Gone Too Far | Jared Dillian
Forward Guidance
The Fed's Preoccupation With Inflation
Inflation is that I think the Fed has one and only one and only concern that's inflation. Do you think that might change after the midterms? Yeah, tell me about that. Probably the biggest driver of that is inflation. So the thinking is we're going to fight inflation hard until the midterms and then ease up on it afterwards. And maybe that's a cynical way to look at it, but could happen.
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