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The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Forward Guidance
The Fed's Decline on Core Inflation
If core inflation is sticky, the Federal Reserve will be inclined to hike and maybe hike more to three or even, as you said, four times. But I think the disagreement between you two is you think that if the Fed hikes a lot, the long end won't get a bid. The issue comes down to the issue we've been strapling with for a year and a half. Where's inflation? Where's inflation going? Where is it now?"
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