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160. Recession Island + History Is Overrated

Alfalfa Podcast

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The Relationship between S&P 500 Prices and 10-Year Bond Yields

This chapter analyzes the correlation between S&P 500 prices and 10-year bond yields. It explores the predictions of different camps regarding a potential recession and discusses the factors influencing bond yields, including the Fed funds rate, inflation expectations, and bond supply. The chapter also delves into the impact of rising interest rates on the market and speculates on the future trajectory of the S&P 500.

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