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Fed Hike Calms Markets as Inflation Questions Remain
Stocks and bonds are rallying after the Fed’s first rate hike in three years, but higher fuel prices and stubborn inflation risks are still complicating the path ahead.
Chuck Zodda and Mike Armstrong discuss why markets are reacting more positively after Kevin Warsh’s latest Fed meeting, why short-term rate hikes do not directly control mortgage rates, and how flows and positioning can drive market moves more than simple headlines. They also break down why diesel prices remain a major economic problem, whether the global economy is running out of supply buffers, why AI spending is still…
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