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Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23

The Exchange

00:00

Market Confidence and Rate Cuts

The hosts discuss the market's confidence in the Federal Reserve cutting rates and the potential impact of disappointing data. They bring on a guest to share her views on rate cuts and concerns about pricing them in too quickly. The chapter explores inflation rates, rental inflation, housing supply and demand, and the difference in expectations between previous years and the present.

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