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Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
Podzept from Deutsche Bank Research
Inflation, Soft Landing, and Potential Rate Cuts
A discussion on the recent inflation readings, including the gap between CPI and PCE driven by shelter inflation, and its implications for the Fed's inflation objective. Also, the improved prospects of a soft landing and the potential reasons for the Fed to cut rates under this scenario.
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