
MacroVoices #327 Luke Gromen: Recession with Rising Yields is Entirely Possible
Macro Voices
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The Europeans Are Going Down a Path
I'm waiting for european leadership to sort of wake up, because i watch what europe is doing. You've got this debt level that is completely unsustainable. And the only way you can afford to pay that debt is with more cheap energy, not less cheap energy. There's no planet that the e c b can raise rates high enough to reduce energy input inflation without blowing up the debt when they're cutting back their energy input from from the russians. They are setting up an energy hyper inflation death spiral with their currencies. It will collapse us. Markets and us Economy as well. I don't know how that is tradable but it could happen. Watch the ero
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