Fed Responds to Inflation Progress, Economic Resilience

Throughout 2023 and going into the September 20, 2023 FOMC meeting, our view has continued to be that real-time data shows that inflation is on a glide path down, that the lagging metrics used to calculate inflation indicators would come to reflect that, and that when – not if – this happened, the Fed’s response would provide a powerful boost to markets. In recent months, we had begun to see this, with CPI, PPI, and PCE readings having softened through the summer.

To a certain extent, ...

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