What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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Is the Slowdown Coming Into Your Point, Dan?
There's 70 basis points plus inverted on the two year in January at this point. We know that the terminal Fed funds rate moves between called 4.9 and 5.15. But we're kind of there. The two years trying to reflect that out a little bit. So it's telling us the slowdown is coming into your point, Dan. There is no way this market is pricing in any type of that. And I'll tell you this. We talked a few weeks ago about this kind of hung debt that's out the world wall street between all these LBOs that have occurred.
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