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Key takeaways from Powell's presser:
-Powell more or less declared the recalibration phase complete—they're now "well positioned to wait."
-He blamed committee divide on the unusual tension in the dual mandate and validated both sides of the debate.
-He made a surprisingly direct case that job growth may be negative due to measurement challenges. "Gradual cooling in the labor market has continued just a touch more gradually" that anticipated, which reduces the level of concern around services inflation.
-Even if rates are closer to neutral, rate hikes aren't anyone's base case. The range of views runs from "stop here" to "cut more."
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