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Let's stay on the market here. Bring in our first guest who says CPI numbers are worrisome but not scary and that inflation continues to rise but it's not scorching hot. Joining us now is Wells Fargo Securities head of macro strategy Michael Schumacher.Michael, great to see you. Um, does today's data, whether it be claims or CTI, change your expectations at all. No.Look, September's baked in. I think that's pretty clear. To me, the much more interesting thing is what's the long-term prognosis for the Fed.An ...