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Fed Is Easing Into Major Regime Shift | Darius Dale
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2024/9/17
Forward Guidance
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Chapters
Introduction
Overview of the Economy
Recession vs Normalization
25 vs 50 Bps Rate Cut
Are We Priced for Recession?
Inflation & Front-Loading Rate Cuts
Why Are the Recessionistas Wrong?
The Fiscal Impulse
Trend of US Growth
The Bank of Japan & Interest Rate Differentials
Chinese Economy
Asset Allocation
Shownotes
Transcript
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