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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Fed's Rate Cut Trade and Inflation

I look at the market right now as just one big trade centered around the Fed's rate cut trade. One of their explanations is that the market is pricing in a much rosier inflation path than their own expectations. So CPI prints like today and going forward will give a lot more information to try to help us understand whether or not the path of inflation is more as the Fed expects.

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