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Access this week's chart booklet here: Macro Corner Episode 15, Chart Booklet
We talk about the Fed's path forward and whether a soft landing, as indicated by some indicators, is indeed possible or whether higher for longer will put financial assets at risk. Paul and Jannis also cover the implications of structural underinvestment and key factors to watch in this week's CPI report.
Access Jannis Meindl's article Higher For Longer & A Soft Landing expanding on the topics discussed in this podcast.
This podcast was recorded on September 12, 2022.
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