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Podcast: UBS On-Air: Market Moves
Episode: UBS On-Air: Paul Donovan Daily Audio 'Beige or red flags?'
Description: The Federal Reserve has to decide policy based on how far it believes labor markets will weaken, how high inflation will go, and whether higher inflation will persist. (There is also the question of whether rate changes will change any of those issues). On balance, yesterday’s information points to rate cuts.