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22nd Jul 2022 15:28U.S., Daily Monitor, Weekly Monitor

More of the same from the Fed and Chair Powell this week; it’s too soon for a less aggressive stance.

Margin expansion is the inflationary driver which dare not speak its name, at least at the Fed.

As margins re-compress, massively, core inflation will fall quickly; the Fed will switch to 50bp in September.

core cpi core inflation cpi fed gasoline inflation expectations inventories July June labor labor market monetary policy pce policy policymakers ppi September services index trade trade services u.s. us

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Keywords for: 25 July 2022 US Monitor

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