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Can we trust the August PCE and Q2 GDP data regarding the health of the US economy?
Episode 404
Published 1 day, 9 hours ago
Description
In this Macro Minute, Darius explains why recent economic data continues to support a resilient U.S. economy and the persistence of Paradigm C, aka “Run It Hot.” He also discusses the implications for Treasury yields, potential Fed-Treasury intervention, and growing risks in the bond market.