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No plan survives first contact with the enemy. Or bust banks
Determined to keep hiking, despite recession risk
Policymakers still expect "ongoing" rate hikes, but will they happen?
Sticking to their guns, mostly
Higher inflation and rate forecasts hard to square with the improving data
The hawk/dove battle lines for the next few meetings are becoming clear.
Slower hikes coming; 50bp likely in December.
No let-up in the hawkishness
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence