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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Forward Guidance

CHAPTER

Analyzing the Strength of the US Economy

In this chapter, the speakers discuss the strength of the US economy, highlighting factors such as the labor market, wages, job availabilities, jobs added per month, inflation, and interest rates. They argue against cutting interest rates based on hypothetical arguments and emphasize the resilience and strong growth of the economy.

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