A Pause is Just a Pause

The transcript discusses the recent Fed meeting, focusing on the decision to pause interest rate hikes and the market's reaction. It explores the Fed's communication strategy, the interpretation of a 'pause' versus a 'skip,' and the implications of core CPI data. The conversation also touches on future predictions for interest rate cuts and the potential for a soft landing in the economy, with inflation reducing while growth remains strong.

Discuss the potential future actions of the Fed as indicated in the conversation.

How do the participants in the discussion view the relationship between inflation and economic growth?

What does the term 'soft landing' refer to in the context of the Fed's economic strategy?