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Krishna Guha is named in 1 Part of The Buildout, most recently Part 15: Oil Is the Headline. The Real Yield Is the Bill.. Argued in Part 15 (The two shocks compound).
What Krishna Guha argued
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Part 15 · The two shocks compoundOct 4, 2026
The Fed can no longer ignore the shocks; inflation has been above the Fed's two percent target for more than five years due to the pandemic, tariffs, the war, and higher oil prices, though inflation is still heading down, and with the jobs market…
Oil Is the Headline. The Real Yield Is the Bill. Who is on each side Source
Part 15 · The two shocks compoundOct 4, 2026
There is a worry that inflation risk is building as people start building higher inflation expectations into wage negotiations and prices, which could lock inflation into the system.
Oil Is the Headline. The Real Yield Is the Bill. Who is on each side Source
In The Buildout
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Part 15The two shocks compound
Krishna Guha, a guest on Eisman's program on October 4, said the Fed can no longer ignore the shocks after more than five years of inflation above its 2% target, dearer oil among the causes, and that with the job market in good shape a hike is defensible.
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