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So long as the Fed offers bold, confident leadership, Summers is bullish about the economy. "I think the market is underestimating the pace at which the Fed will alter its current course and the consequences of that for interest rates," he said. That does not mean money will become expensive to borrow, nor does he expect the current easy money regime will lead to inflation. "I think we are a long way from tight labor markets and therefore that the risks of acceleration in inflation are substantially less than many people suppose," he said.
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