Surveillance: Fed's Pain Threshold with Misra
Bloomberg Surveillance
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The Consensus Is Pricing in and What the Likely Outcome Is Going to Be
The consensus is basically priced for essentially sudden stop dynamics in the economy. In my view, the time to have been concerned about recession was last year. I think that people missed a lot of things. The governments of tail went for growth. Take a look at a chart of home building stocks. Anybody have that on their bingo card for 2023?
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