Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Macro Hive Conversations With Bilal Hafeez
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What Do You Think Will Happen in the Labor Market?
Inflation expectation five year dropping to two % very quickly. That gives the fat the kind of scope too moderate, at least on the raght side. The most under politi position asset is equities in a scenario where oil doesn't go down but bounces back. Eis going to reprise the shortend. Ten above four isome point in sevi does our scenario be,. which is practically more or if what we know happened in april and may, right? It is the same price action. And i think that this would probably be the only and the most boolish scenarios stocks we pound in two year end.
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