A Quant's Take on Inflation
What Goes Up
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Is the Fed Going to Continue the Pace of Pikes?
It is very challenging the further back we go to be able to use data and say, hey, i've got covered every possible scenario. And that's really where you have to rely on traditional, fundamental investment insights. Now that's a lot less relevant if you're running a high frequency strategy that holds tok for a fraction of a day or a nano seccand o no ucan you there. But if you're thinking longer term, you dn yo really need to make sure that your model is calibrated, but also it has been exposed to the different types of regimes that you might be in.
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