Is the Fed Being Backed Into a Mistake?

I'm most focused on what I think is the Fed being backed into a mistake. Everything that you've heard me talk about in equity markets is also true in fixed income markets. It ranges from derivative exposures that contribute to outsized movements. That unfortunately fed policymakers or policymakers in general misinterpret as information. What Japan needs has gone up in price far more than their capacity to supply and sell stuff that is nice to have.

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