Phyrex
Phyrex|May 16, 2025 17:37
Yesterday we were still in communication, and now the market is clearly divided into two factions. One faction believes that Powell will ease inflation by 2%, while the other faction believes that Powell will not relax, but rather be more unwilling to tolerate inflation exceeding 2%, which means he will be more aggressive. This matter should have results in the third quarter, and we should be able to get to the bottom of it by watching one or two more interest rate meetings.
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