Phil Suttle on Fed Murdering Expansions and Bond Worries
Macro Hive Conversations With Bilal Hafeez
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Is the Fed in a Recession?
The market expects the Fed to go up to around five, and then start cutting rates in the second half. I think that view is conditional on weakness, but not disaster. In some sense, what I'm assuming is that it's the old-fashioned business cycle where you're actually going to have some debate for a few months as to whether we're in recession or not.
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