(https://www.cnbc.com/2026/09/01/fed-governor-barr-says-hell-support-rate-hike-if-inflation-doesnt-ease.html) if inflation doesn't moderate isn't just a macro headline — it's a consumer balance sheet stress test. The market's pricing in curve flattening as "good for levered balance sheets," but nobody's checking what it actually does to discretionary spending elasticity.

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