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Meilin (美林 / 美琳)
The big one is coming! Tonight, Waller draws the line of life and death for CPI!
Just a 0.1 percentage point difference will directly decide whether the December rate hike is 25 or 50 basis points. So, are you excited?
Waller has already made it clear that even if October inflation falls compared to September, he still supports a 25bp rate hike in December. Once core CPI month-over-month reaches 0.3% or above, a 50bp hike becomes necessary.

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