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Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23

The Exchange

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Is the Fed Going Back to the Front and Loading?

We've only put a 60, 40% chance on 50 basis points. We ourselves are continuing to debate whether or not they'd step up or not. I'm a little bit more optimistic that inflation begins to come down again and so the Fed can settle back into those quarters. But I would change my mind in an instant if that March data is again on the strong side.

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