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What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?
Episode 251
Published 9 months, 4 weeks ago
Description
Today’s episode breaks down the delayed September PCE Report, which reinforces both the Resilient U.S. Economy theme and our Sticky Inflation thesis. Darius also highlights emerging repo-market funding stress and why early Reserve Management Operation Purchases may now be on the table.