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Cayla Seder

State Street

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NeutralThe Fed leaning · 2026-07-15

Fed off target 63 months; break-evens dropped hard on the print and can reverse (yields higher in coming weeks); AI now reads as an inflation UPSIDE (electronics prices very high in State Street price stats); identity confirmed by Bloomberg name plate (fc32 kayla)

“I don't think it's out of the question to to expect at least one hike at this point.”

Cayla Seder · State Street · Bloomberg Brief ↗

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