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Neil Dutta on Economic Research

Masters in Business

00:00

What Do You Think the Fed Will Do?

Sally Kohn: We basically had a V-shape recovery, and that warranted a very aggressive response from the Fed. She says they could have started tightening earlier at a slower pace. But in this case, they were kind of very much keying off of labor market dynamics for the reaction function. The thing that really got it for me was what was going on in the housing market.

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