Is Higher for Longer Better for Supply Side Issues?

Chesney Martin: I'm arguing actually that those supply side issues are actually being made worse by the Fed being so active. The problem of the 70s for the market and not going anywhere in nominal turns and losing 65 to percentage value over 40 years 14 years was you know simply the lack of demand for investment, he says. Chesney Martin: A shallow recession or no recession at all with a stickier inflation will ultimately drive more stimulus from the fed rate cut. He thinks Chicago is likely to be structurally stronger than expected it's probably the worst situation for equities. Lesby: We're about to tip into some some deeper session sort of data dependent if that's the word

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