Past Peak Hawkishness (guest: Barry Knapp)
The Market Huddle
00:00
The Fed Wants to Weaken Demand, but Not Supply
Even service sector inflaction momentum softened over the last three months, including shelter. The markets will respond quite favorably to falling from eight, five on headline c p i, down to something more like four into the first half of 20 23. However, we stall out in 20 23 a that im that's going to be a big question for the fed and how they respond to itnd, and how the markets respond to it.
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