Tectonic Shifts Are Happening in Macro and Markets
Ia it just me, or am I the only one who doesn’t hear any audio?
I can confirm that the audio is not working.
Audio ain’t working
No audio. I agree that Bonds will resume their traditional role in a portfolio.
What about the excess liquidty stacked in mmf?
What about the untamed PPI?
Fed is behind the curve and there're various cushions behind it
Very succinctly stated.
Politicians will be politicians. But things have changed since the 1970s: much more debt and cannot export back to health with manufacturing.
Great write up!
No Audio .
Interesting and important indication. Bond holders have taken a beating up till now,..... perhaps a temporary reprieve is approaching.
Audio not working
No audio.
Gee, was interested but could not get any audio, will try another time.....
does looking at “street positioning” play a roll in your process?
I would only argue that real "real rates" are still negative, as inflation is sistemically and methodically underreported/underestimated.
The audio does not work? Can this be fixed?
Ia it just me, or am I the only one who doesn’t hear any audio?
I can confirm that the audio is not working.
Audio ain’t working
No audio. I agree that Bonds will resume their traditional role in a portfolio.
What about the excess liquidty stacked in mmf?
What about the untamed PPI?
Fed is behind the curve and there're various cushions behind it
Very succinctly stated.
Politicians will be politicians. But things have changed since the 1970s: much more debt and cannot export back to health with manufacturing.
Great write up!
No Audio .
Interesting and important indication. Bond holders have taken a beating up till now,..... perhaps a temporary reprieve is approaching.
Audio not working
No audio.
Audio not working
Gee, was interested but could not get any audio, will try another time.....
does looking at “street positioning” play a roll in your process?
I would only argue that real "real rates" are still negative, as inflation is sistemically and methodically underreported/underestimated.
The audio does not work? Can this be fixed?