The End of the Fed's Monetary Accommodation

If you had to take a guess at what ends up ultimately making the Fed sort of change their monetary accommodation that they've been doing, there's kind of the way that we've been talking about, which is very cyclical. And then that ultimately feeds through to retail sales and then corporate profits and then unemployment. Or if something happens like 2020 where it's man, something just breaks, right? Maybe it's a pandemic or maybe it's a housing crisis like 08. But if you had to kind of, how do you see this maybe ending and right?

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