In this Conversation, Kelly talks to Mizuho’s Steve Ricchiutto about why he’s skeptical we’re entering a permanently higher inflation period, why he thinks it would be a mistake for the Fed to shrink the balance sheet while hiking rates, and the reasons why the jobs market isn’t as tight as everybody—including the Fed—previously thought. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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