Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Macro Hive Conversations With Bilal Hafeez
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Ongoing Debate on Soft Landing vs Hard Landing Recession
This chapter explores the ongoing debate between a soft landing and a hard landing recession, with the speaker discussing their models and highlighting the uniqueness of each recession. They also discuss the largest dispersion on record between different factors and the divergence in pricing between equities and fixed income.
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