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Waller and George Ahead, 1200ET

FED
  • Governor Waller speaks for the first time since the Jul FOMC (aside from soft landing paper just after) when he focused on steering towards a ‘huge’ 75bp hike instead of 100bp at that meeting.
  • KC Fed’s George (’22) last spoke on Aug 25 saying not out of question the Fed would hold rates above 4% (per Bullard’s push today that markets under-pricing higher for longer rates).
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