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Hot Takes

    8/26/26 10:00am - July's PCE report suggests that inflation is moderating on its own, so a rate hike by the Fed in September is probably not in the cards.

    8/18/26 3:51pm - Wall Street was expecting a decline instead of an increase, so the change in direction suggests that homebuyers have adjusted to the financial displacements caused by higher fuel prices.

    8/07/26 9:24am - As long as oil prices remain elevated, there is no chance of a Fed rate cut next month based on today's weak employment data for July.

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