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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Future of the Bond Market
Gloria Borger: I think we've had a material overshoot to the upside that's been facilitated by the Federal Reserve on this crusade to really dampen inflation. She says you should see inflation roll over next month and trend lower throughout the end of the year, which creates a different dynamic from sort of unanchored inflation. "I'm providing a scenario where I think that's likely incorrect base of our leading indicators," she adds.
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