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Behind The Markets Podcast: Skanda Amarnath

Behind the Markets Podcast

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Is the Fed Going Too Far?

Skonda Amarnath: There's reasons to believe that actually the labor market can stay strong like we saw in some of the jobs and port numbers today. She says she thinks markets are reading that the Fed is actually more open to soft landing from J-Powels press conference. Skonda: The real risk is that the Fed says we got to get, they bring out the same 1999-2000 playbook where they said wage growth is too hot relative to productivity growth.

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