The Fed Stays Strong: Higher Rates for Longer
Real Vision: Finance & Investing
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Are We Going to Have a Liquidity Cycle Downturn?
I disagree with you respectfully, which is that the market had already priced in a recession. We can see both major economies and PMIs in the 40s, for saging, you know, kind of negative industrial production growth on subsequent months. The problem again going back to the liquidity cycle downturn that we are still very much mired in is that the services side of the economy continues to run game game busters. It's very hot. More inflation is running too hot relative to the observed level of labor supply. But guess what, I run a business, you know,. raw runs of business. You want to make money when you run a business so as long as you know you can
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