LiveSquawk(@LiveSquawk):Strip out the Iran inflation picture and the Fed would still be hiking. The US economy is strong enough on its own to warrant it, because that is what central banks do. They hike when things get hot. The inflation backdrop just makes the Fed more comfortable that the hike will not do much damage.

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LiveSquawk@LiveSquawk

2026.11.09 15:09

Strip out the Iran inflation picture and the Fed would still be hiking. The US economy is strong enough on its own to warrant it, because that is what central banks do. They hike when things get hot. The inflation backdrop just makes the Fed more comfortable that the hike will not do much damage.

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