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Slaying the Inflation Dragon | Jurrien Timmer
Forward Guidance
The Gold Market Is Sniffing Out a Regime Shift
Based on the less negative tips real yield, gold really should be like at 1600 right now. And instead, it's at 1970. So something is going on. I wonder if there's a regime shift going on that the gold market kind of sniffs out and maybe the equity market does as well. If the Fed overshoots during this cycle and tightens more, then the economy can handle and yields rise more than the financial system can handle.
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