July 5, 2026 
4 min read 
Recent public remarks by the new Federal Reserve chair have set a clearer tone for monetary policy and market expectations. The speaker emphasized a commitment to not allow inflation outcomes to run persistently above the stated objective, a stance that markets are now interpreting as a higher for longer interest rate path. That policy signal is central to our macro view this week because it directly influences discount rates used to value long duration earnings streams.
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