Moved all across the Baseball field. Same mentality applies to active market positioning. Framework of the cycle remains in tact. Will discuss M2 y/y at new cycle lows vs. inflation.
Awesome information as always. I learn so much from you
Thank you thank you!
Great writing. Interesting to see what happens to inflation over next few quarters.
I am very interested as well. If we get the next hike, would not be surprised to see it overshoot to the downside given the M2 and ODL rate of change.
Awesome information as always. I learn so much from you
Thank you thank you!
Great writing. Interesting to see what happens to inflation over next few quarters.
I am very interested as well. If we get the next hike, would not be surprised to see it overshoot to the downside given the M2 and ODL rate of change.