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Global_Macro
9,911 posts
Global_Macro
@Marcomadness2
Chief Investment Officer, Fed Watcher, Author and TV/radio Contributor. Opinions are my own.
- The Yen Carry trade unwind is far from over, with total net Yen shorts being barely covered
- A wild prediction is that inflation is going to crash in 23. But the model estimates are based off commodity and energy forward curves that are prone to liquidity risks. If inflation does crash, it is not necessarily a good thing for stocks because margins will crash.
- If a recession is coming, it will likely not be a consumer credit led recession
- Why interest rate expectations typically fail to predict interest rates
- For the first time in the history of the services ISM, there is a stagflationary trend visible
