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European Bonds Throw A Tantrum | Joseph Wang
Forward Guidance
The Fed's Aggressiveness
The federal reserve has Almost always Been way more dovish than it indicates via its forward guidance. The period between these for the fed Uh, uh, stops hiking and starts cutting. I think we're on track to just overdo it just like we underdid it the last time and just break something again because inflation is so high.
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