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5th May 2022 00:20U.S., Daily Monitor

Two more 50bp hikes expected by Mr. Powell, but once inflation is falling, back to 25bp moves…

…This will happen sooner than markets expect; by the July meeting, inflation will have dropped sharply.

First quarter productivity likely fell sharply, but these data are wild; we remain medium-term optimists.

capex capital goods capital spending credit domestic demand easter fed housing market June labor labor costs labor market May oil oil sector payroll productivity productivity growth rate hike real incomes u.s. unemployment unit labor costs us yields

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Keywords for: Another 50bp Hike Likely in June, but then Bets are Off as Inflation Falls

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