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Will The Fed Get Their Soft Landing? | Weekly Round Up

Forward Guidance

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The Negative Reinforcing Cycle for the Economy

The only explanation that's really made sense to me is that there actually is still stimulus going on right now running a $2 trillion deficit per year. So that could be what is propping up economic activity and markets. The framework that I've had for a while was sort of this four part cycle for upturns and reflexivity in the overall economy, which is everything starts with interest rates.

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