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Behind The Markets Podcast: Peter Lazaroff

Behind the Markets Podcast

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Will the Fed Overtighten?

The money supply contracted in the year 2022. By the most since the Great Depression of the 1930s. If the Fed doesn't pivot very soon, it seems to me very hard to avoid a recession in the second half of 2023 and early 2024. You're holding hope that productivity could off come in but the longer the Fed keeps this, the harder that becomes.

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