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The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Forward Guidance
Is There a Recession in the Eurozone?
I think yields continue to trend higher. I think we could have c5 handles sometime next year Now I know there is a Pronential recession in let's say sometime next year and you know that would I think would if that happens I think they would be a panic, but I think that would be just the correction and the overall longer term trend through its higher yields Wow george Look, so I mean, I'm not completely against that view the only thing different. The bigger shock has happened already in rates. We can grind higher. But by that happening and then having a recession very close nearby That you know the capital is going to leave from risk assets and really support the bond market
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