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What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?

What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?

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 Today’s episode breaks down the delayed September PCE Report, which reinforces both the Resilient U.S. Economy theme and our Sticky Inflation thesis. Darius also highlights emerging repo-market funding stress and why early Reserve Management Operation Purchases may now be on the table.
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