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Markets have caught up with our forecast of only two US rate cuts this year. Listening to recent Fed speak, we believe the central bank is also on the same page. The risk to our forecast is still two sided. We cannot rule out hikes nor earlier cuts. After yet another strong inflation report, both the market and the Fed now seems more aligned with our views ...
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The sky-high level of inflation is the most prevailing issue all over the world these days, and it is on top of every investor’s mind. Moreover, inflation within the U.S. is sitting at a high level. Higher inflation could be problematic for both the economy and consumers on several counts. So, the Federal Reserve wants to tame it and it is planning to do so ...
Sessions