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David Kelly: the Fed will hike to protect its credibility, not to fight inflation
9 calls: Why 3-month job growth of 71K argues against a hike, what the 10-year inflation expectation is really saying, and the vote count he expects on…
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Tracey Manzi: the starting yield is the best predictor of bond returns, and it is near 5% | Bloomberg Surveillance
The Raymond James strategist says September is a live meeting, that Warsh waved away two good inflation prints, and that a slowdown from here would hand…
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Sarah Hunt: nine on the FOMC still want to wait, and rate rises do not fix food and energy | Bloomberg Surveillance
The Alpine Saxon Woods partner on the end of Fed handholding, the briefcase indicator, what Nvidia told her about 2027, and why the oil move is…
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Kristina Hooper: one to two rate hikes this year, even if Warsh sits on his hands | Bloomberg Surveillance
The Man Group strategist says the end of forward guidance will show up as bond-market volatility, that AI has produced no demonstrable change yet, and…
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Bob Michele: he thinks the 10-year tests 5%, and the cash waiting wants three or four hikes | Closing Bell Overtime
Bessent presses the G20 to cut Iran off, Brent is back above $90, Rick Santelli marks the level that would give the highest 10-year close since January…
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Brent Kochuba: implied do not care, and the market just wants an excuse to rally | Last Call
Why the cheapest options in 90 days and a 7% implied vol on Monday point to a market drifting higher into September, and what Nvidia's options map says…
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Esther George: Why the 75 basis point cut felt uncomfortable, inflation that keeps pressing forward, and faith in the Fed that is not…
The former Kansas City Fed president on what a new chair's first Jackson Hole speech has to do, why FOMC dissent is not a family fight, and what…
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Beth Hammack: why she wants to raise rates with inflation near 3%, why she sees no restriction in the economy, and why 2008 to 2020 was the…
Interest rates are the Fed's "one blunt tool," every meeting is live including the one five days before the midterms, and the Cleveland Fed president's…
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Austan Goolsbee: why he dissented on front-loading rate cuts, when data centers stop being one sector's story, and what would make policy…
The Chicago Fed president on R-star as his Sasquatch, the inflation run-up he splits two-thirds supply, the SEP forecasts he thinks cost credibility…
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