Treasury Secretary Dynamics
The conversation delves into the implications of Scott's nomination as Treasury Secretary and the potential impact on economic policy. Investors appear to be finding comfort in mainstream appointments, yet concerns about inflation and the neutral funds rate linger. Insights suggest that inflation may see upward pressure in the coming months, influenced by seasonal adjustments and post-pandemic trends.In this clip
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Goldman's Hatzius and Kostin on Markets and Macro in 2025
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