Surveillance: CPI Bolsters Bets on Fed Pause
Bloomberg Surveillance
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The Fed's Inverse Yield Curve
I have been consistently in the camp that we would see some slowing in growth, but no recession. And part of that is because I've had confidence in the Fed, that they would be paying careful attention to the data. We don't know how long it takes for monetary policy changes to actually affect the economy. If I were a voting member of the FOMC, I would vote for wait and watch.
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