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3rd Dec 2021 13:58U.S., Daily Monitor

  • The Fed likely will want to take out further insurance, beyond faster tapering, against upside inflation risk.
  • Restoring 2% inflation requires supply chains to ease, wage gains to slow, and productivity growth to rise.
  • Individually, these are all much better than 50/50 shots but the Fed needs them all.

asset purchases businesses capex cash central bank core cpi core cpi inflation core inflation core inflation rate cpi cpi inflation December fed fomc FOMC meeting forecasts growth inflation inflation forecasts korea labor markets May new york orders powell private sector productivity productivity growth q3 rate hike summer supply supply chain taiwan u.s.

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