The Fed, ETFs, Inflation, and Obesity Drugs (Podcast)
Bloomberg Intelligence
00:00
The Fed's Credibility Issue
I think he needs to at least toe the line, keep the markets on their toes that inflation would have to do something drastic moving lower before we would see any cuts this year. I think it's more the analysts and strategists who are looking for cuts and traders looking for cuts right than the Fed officials. So I think the dot plot is going to go against what's being priced into the swap market right now. But again, it's such a waffily kind of changing environment with the dot plots that it could come together at any time.
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