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Conor Sen
@conorsen
Founder of the Housing Frame on Substack. Housing, markets, economy. Ex-@opinion. Suburban dad. The future is a policy choice.
加入 September 2009
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From a markets standpoint, a hawkish Fed is one that's willing to slow AI capex/the labor market, and that's something the Fed isn't even willing to discuss yet let alone resolve to do.