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Earnings, Stocks, And Inflation (Podcast)

Bloomberg Intelligence

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The Expectations Genie Gets Out of the Bottle

Expectations are really key to the Fed, right? They are really critical to inflation dynamics in the economy. If households and businesses have the assumption that inflation is low and stable, then they act accordingly. And if they have the perception that inflation is higher on a longer run basis, than they act differently. So this is very critical to all of the price dynamics in the Economy.

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