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Yesterday, 08:02 PM | #8493 |
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I would remain data driven. If inflation remains around the 2% mark going forward, I would continue the march towards neutral Fed funds rate.
A data driven approach demands nothing else. I might slow the roll, as I wait on data. You?
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Today, 07:17 AM | #8495 | |
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Quote:
how? there is still a ton of uncertainty irrelevant of politics and who is in charge... But now with Trump winning... How do you know the tariffs won't be put in day one? How do you know how the tax cut extension will be handled? How do you know Jpowell isn't getting kicked out? Control what you can but there is an enormous ton of uncertainty at the moment... one of the ideas touted on the campaign trail was maximization of our exports which as stated by vance would be done thru the devaluation of the $...
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