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Williams: Expects tariff influence to play out into the center of subsequent yr

  • Bond market more focused on economic fundamentals right now
  • Bond market is relatively calm right now
  • Fed needs to keep economy on track and allow tariffs to pass through
  • My base case is tariffs stay in place but I do consider other scenarios
  • Core goods inflation has shifted higher on tariffs

This article was written by Adam Button at investinglive.com.

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