Mispriced Markets, Miserable Outlook
Moody's Talks - Inside Economics
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Bond Market vs Equity Market - Is the Bond Market Right?
The bond market and the equity market are both wrong for what is right. The being bearish of both has the bet. I can imagine a world where growth does hang in there, and you end up with higher nominal yields going for three and a half to five or something in a normal yield curve. So that would be more consistent with the equity market saying, hey, I'm not worried about a recession here.
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