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Dave Collum, professor / financial commentator at Cornell University (Emeritus), questions shifting views on Federal Reserve interest rate policy.
He argues that after repeatedly blaming the Fed for keeping rates too low for too long, it seems unreasonable to demand rate cuts now simply because investors are anxious.
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Collum previously highlighted concerns around $1.5 trillion in self-reinsured liabilities in the insurance sector. He also commented on economist Lacy Hunt's recent shift to an inflation outlook. Collum's observations often address emerging risks and changing economic perspectives.