Oil Decline 'Convenient for Fed,' State Street's Graf Says

The transcript discusses the evolving economic landscape, highlighting shifts in inflation, oil market dynamics, and the Federal Reserve's policy path. It examines the reaction of the dollar and market positioning, as well as the Fed's rate hike projections. The narrative also explores the potential leadership of European central banks in policy normalization amid global growth concerns.

What narrative has emerged regarding the Fed's potential pause in rate hikes?

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How might global growth slowdown affect central banks' policy paths according to the speaker?

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