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Gregory Daco @GregDaco · 03 Sep 2026

⚠️ #Fed Gov Waller confirms Sep rate hike odds are closer to a coin flip. We maintain our out-of-consensus call for a hold "While inflation remains meaningfully above 2% goal, recent data suggest we're finally seeing some signs of disinflation." Supports a hold if this continues https://t.co/GI01rG2R9B
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