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Wall Street’s Fed Postmortems Are All Over The Place

Suffice to say there are disagreements on what comes next.

Suffice to say there are disagreements on what comes next.
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3 comments on “Wall Street’s Fed Postmortems Are All Over The Place

  1. Only “serious inflation” will cause the Fed to move. Meanwhile, the price of everything marches relentlessly upward.

  2. What everyone seems not to mention is that product downsizing and less packaging has limits and those savings to manufacturers as well as retailers have long been harvested . Tough to keep corporate profits up even with wage increases non existent , overtime restricted , cheap borrowing costs , and efficient logistics…
    At some point price increases become inevitable…..That I think is where we are at !!!

  3. vicissitude

    According to the 2-year Treasury Theory, the FFE will need 1 more cut in the semi-near future — I’d doubt December, but with impeachment as a market force, stability is not in the cards! 2-year says a year from now FFR will be around 1.64%

    https://fred.stlouisfed.org/graph/?g=pnw3

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