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CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Bloomberg Intelligence

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The Fed's July Rate Cut

I suspect that July is basically a done deal for the Federal Reserve. I think it does, and can become more contentious going forward if inflation data comes in closer to 0.3%. Until you start to see non-farm payroll be negative, I don't see a reason why the Federal Reserve would necessarily be thinking about cutting at this point.

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