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Gregory Daco
EY-Parthenon (chief economist)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Clip opens cold on this line (mid-interview clip, no teaser duplicate). His reasoning: disinflationary currents through year-end, tariff pressures past peak, wage growth 'trending down towards 3.5%. That's not inflationary' @0:33; he concedes 'September, very much a live meeting' @0:44 but 'the Fed will eventually end up on the side of not tightening monetary policy this year' @0:51. He also agrees with Dudley that Fed credibility requires acting on words, yet expects Warsh to hide behind the committee.
“I think they dissent, but I think the Fed does not move. I think the Fed is going to be on hold through the rest of the year.”
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