The Policy Mosaic End Game

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The Policy Mosaic End Game

Detoxing the labor market, fiscal inflation, the Fed's blind spot, uneven earnings growth, another FOMC step towards neutral, the end of QT

Barry C. Knapp

Oct 27, 2025

∙ Paid

This is a video summary of our Oct 25 note, The Policy Mosaic End Game

Here is a link to our CNBC appearance on Friday, October 24

This post is for paid subscribers

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