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Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

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The Long Term Issue Is How They're Going to Navigate 2023

The federal government has 120, 130% debt to GDP and then a further compounding effect from the fact that if asset prices are not rising then generally deficits are rising faster. All of that I think going to put long term pressure on the federal budget and potentially open up you know as we go maybe in the second half of this decade for the prospect of yield curve control. The probability that they're going to successfully navigate this in 2023 is very low but it's something to keep in mind.

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