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17min chapter
There Will Be No Recession | Jonny Mathews
Forward Guidance
Navigating Economic Indicators and Bond Markets
This chapter examines the complexities of consumer spending and employment statistics, revealing a disconnect between current economic indicators and the broader labor market. It discusses bond trading, particularly the risks of shorting bonds, and offers strategies for anticipating interest rate changes while managing risk. Additionally, it emphasizes the intricate relationship between inflation, Federal Reserve policies, and labor market dynamics, reflecting skepticism about future low inflation rates.
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