Bo Diamond of Caisson Capital Partners discusses the latest CPI report and its implications for Fed rate hikes, focusing on the August monthly core number and its impact on the probability of a hike. He also analyzes the yield curve and how current restrictive rates are affecting various sectors, with a particular focus on commercial real estate and data centers.
Bo Diamond Featured on Schwab Network: CPI, Rate Hike Odds, and the Sectors Feeling the Pinch
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