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Analyzing the Upcoming Fed Meeting and Inflation Dynamics
In this chapter, the speakers discuss the messaging and actions expected from Jay Powell at the upcoming Fed meeting in December. They analyze inflation outcomes, progress towards the target, and the challenges in achieving desired disinflation. The chapter also explores the exponentialist, a service focused on the fastest period of change in human history, and concludes with discussions on market positioning, recession probabilities, and forecasting inflation dynamics.