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Should the Fed “look through” the current bout of accelerating, above-target inflation?
Episode 346
Published 3 months, 3 weeks ago
Description
We explain why AI-driven demand, fiscal stimulus, and accelerating monetary dynamics continue to support the Sticky Inflation theme. Darius also discusses why markets may be underestimating the risk of a more hawkish Kevin Warsh Fed and what next week's FOMC meeting could reveal about the future path of monetary policy.