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Is the Fed reacting instead of leading?
NowPress play to follow along0:00 / 2:09
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ticker lesson
Breakdown
0:00lesson
Fed's political dynamics and policy lag
- Warsh's Fed role ambiguous
- Fed doesn't shape realities
- Panic response to events
- Political influence on rates
1:53lesson
Inflation data lag and commodity pullback
- CPI reflects lagged reality
- Oil collapse not in data
- Commodity pullback ignored
- Bad inflation numbers
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