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Neil Dutta on Economic Research

Masters in Business

00:00

Is the Fed Overtightening?

I'm of the view that they probably, I think the Fed will probably step back soon. The question, in my mind, is whether they're stopping too soon. Immigration has been on a downward trend long before Trump. And at the same time, fiscal policy tightened last year in 2022. How are you going to get unemployment to tick up or wages to slow under those circumstances?

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