30 Year = 5 Year Diflation new normal
Markeet
- Data has been weaken across the board.
- Policy maker, out that outlook is weak and unually uncertain
- Probability of diflation, such increase make difference
- Dis is not base scenario.->
The fed went to farm tightening mode expand.
Fed is not everything
Structureal solution. We are getting any
25-30% of double recession? My gut is 25% hart to be
Models are breadking down
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