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Skylar Montgomery Koning

TS Lombard
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NeutralThe Fed hedged · 2026-08-14
Skylar Montgomery Koning (TS Lombard) tells Guy Johnson that with inflation still above 3% the Fed needs its credibility validated, so a hike this year stays priced; the open question is one-and-done or none.
The Fed needs to kind of have its inflation fighting credibility validated. And yes it's come down but you're still above 3 percent. So you can't get rid of that hike. That's very much price for this year.

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