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The tables have turned
Episode 16
Published 2 years, 5 months ago
Description
In this week’s episode, hear Andrzej Skiba describe how a few economic data points and softer language from Chair Powell helped move yields back closer to 4.5%.
- Concerns about over supply and peak rates have receded.
- We would argue that risks are balanced.
- While the Fed may decide to raise rates again in December, we do see evidence of a slowdown.