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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Threads to follow'

5 min • 6 juli 2023
The Federal Reserve minutes did what was expected, demonstrating the extent of division within the Fed, and keeping expectations of a July rate increase. The purpose of minutes is not to record what was said but to protect people-but even so, a more intelligent summary of the labor market would have been nice. After years of catastrophically bad real wage growth, it seems peculiar to describe the labor market as “tight” without any qualifying comment.
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