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Brian Seay challenges the market’s inflation and rate outlook, predicting inflation could fall below 2.5% by year-end. He expects the 10-year treasury yield to settle near 4.25% and argues the Fed’s hawkish stance is more about managing expectations than signaling future policy.

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Challenging the Fed: Inflation, Rates and a Shift in Market Expectations

Schwab Network

Challenging the Fed: Inflation, Rates and a Shift in Market Expectations