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A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
Is the Fed Cutting That Fast?
Economy is more sensitive to rates going down than it is to rate's going up. Vincent: The next story is going to be earnings. We have a duration heavy economy, a very duration avy stock markets that's dominated by big tech firms and they're expanding at the same time. I think i am somewhat boodish from the consensus view on the economy compared with other analysts' views. So what's going to happen? Is there any way we can get out of this recessionary situation without having another financial crisis like in 2008-09 or 9/11?
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