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Mohamed A. El-Erian
elerianm
The link to Fed Governor Waller’s speech on the economic outlook: www.federalreserve.gov/newsevents/speech/waller20240327a.htm Markets will undoubtedly focus on his pushback against early rate cuts as progress in the battle against inflation “may have stalled” (see attachments please). This speech will increase the… pic.twitter.com/Rd6WJ7yc5A
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Mohamed A. El-Erian
elerianm
Posted earlier today: Are we witnessing a turning point in how major central banks, led by the Federal Reserve, implement their inflation-targeting regimes? Some thoughts via the @FT: www.ft.com/content/2cbf2116-f18f-492e-8f3f-170bc8402d5f #economy #markets #centralbanks #econtwitter #federalreserve pic.twitter.com/3BlwJia8Ly
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Christophe Barraud🛢🐳
C_Barraud
🇺🇸 #Fed’s Waller Says No Rush to Cut Interest Rates – Bloomberg www.bloomberg.com/news/articles/2024-03-27/fed-s-waller-says-no-rush-to-cut-should-delay-or-reduce-cuts
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Lisa Abramowicz
lisaabramowicz1
“The worst thing that can happen for the Fed, the worst thing that can happen for the economy, are these kinds of supply side shocks because what they do is they reduce the productive capacity of the US economy boost inflation at the same time.” www.bloomberg.com/news/newsletters/2024-03-26/baltimore-bridge-collapse-sows-fears-of-inflationary-shocks-to-us-economy?utm_source=website&utm_medium=share&utm_campaign=twitter
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