Rate Cuts and Inflation: Mapping Relationships Into Jackson Hole
Why cross asset changes frame actions of the Fed
Rate Cuts and Inflation: Mapping Relationships Into Jackson Hole
The question hanging over US markets right now is simple but critical: how will the Fed balance inflation against growth?
I already laid out the big picture thesis moving into Jackson Hole here: INFLATION RISK IS GREATER THAN RECESSION RISK.
But HOW do we know this for sure, and HOW do we prove the exact relationships we need to be watching?
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