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Podcast: Inflection Point
Episode: Inflation Has Put The Fed In Handcuffs | Peter Boockvar
Description: On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.”Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation...