The interestrate market has been vastly more volatile and uncertain than the stock market. The european move that's got even crazier than the us Move, cause they've gone from negative rates to positive rates. I think everyone knows wegtof ar racession. We have a supply problem that's going to resolve in a year or two. It could be bumpy, but we know that.
MacroVoices Erik Townsend and Patrick Ceresna welcome Harley Bassman (Convexity Maven) to the show to discuss the relationship between inflation and bond yields, why the stock market has been so resilient in the face of worsening macro data, and much more. https://bit.ly/3zkH2Mp
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