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Talk Your Book: The Carrying Cost of Crazy
Animal Spirits Podcast
Is the Federal Reserve Going to Go 50 Basis Points?
It does seem like the narrative shifts on a weekly basis, maybe a monthly basis, not only for the Fed, but for investors and the economy. I think that it makes it less likely they'll go 50 basis points. The only sector that really reacts violently to increase in interest rates is the housing sector. But other than that, they're not really having that much impact of the pace of which inflation is coming down.
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