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Shocks, Crises, and False Alarms
Moody's Talks - Inside Economics
Positive Outlook on Inflation and Interest Rates
The discussion highlights a positive outlook on inflation, with expectations for the Fed to cut interest rates soon. Factors contributing to this sentiment include favorable base effects in the coming months and successful progress in achieving a disinflationary and soft landing outcome. The overall assessment indicates confidence in a non-recessionary economic narrative over the past 18-20 months, leading to a sense of vindication and validation of their stance.
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