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Baic🔵
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6. **Impact of Monetary Policy Uncertainty and Inflation Volatility on Markets:** The article discusses rising term premiums, decreased policy sensitivity, valuations of equity assets under pressure, and potential boosts to innovation investments. 7. **Rising Dominance of Fiscal Policy: Could a "Fiscal Big Water Buffalo" Be More Likely?** The article concludes by questioning whether fiscal policy will effectively supplement market liquidity, which will be explored in future discussions. The analysis emphasizes a cautious outlook on impending rate cuts, focusing on the intricate relationship between inflation trends, neutral interest rates, and broader economic conditions that may lead to a more restrained monetary policy approach.
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