Surveillance: Fed Messaging With Kelly

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Recorded27 May 2021

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Show notes

David Kelly, JPMorgan Asset Management Chief Global Strategist, is not sure fixed income markets should believe the Fed's dovish tone. Peter Tchir, Academy Securities Head of Macro Strategy, says the market is downplaying the inflation potential. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, expects deceleration in the second half of the year as fiscal measures expire. Representative French Hill, Republican from Arkansas, does not believe the current level of government spending is sustainable.See omnystudio.com/listener for privacy information.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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