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2min chapter
The Fed is Being Punished (EP.261)
Animal Spirits Podcast
What Do You Man, Something's Going to Break?
Two year yields are rising so much, the two year yield just basely priced in an extra 50 basis points forh the fed. I don't think people have wrapped their minds round how quickly rates have risen,. especially coming from the low level were gat. The housing market is going to freeze up. You can't have rates rise as much as they have this fast without something breaking. And i think if it happens, it's because of the fed.
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