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4min chapter
A Profit Recession Is Coming, An End To Inflation Is Not | Vincent Deluard
Forward Guidance
Is the Fed Funds Rate Going Up?
The terminal rate now on the fed funds, the highest the market things, the fed can get, is perhaps just shy of four %. Vincent Cevallos: I cannot think of a single case in history where you go inflation, inflation wyn not went out of control and then got back under control without positive real rates. The notion that you can stop eight point five % fation with a four % terminal rate is not backed by history anywhere ever. He says if i had a dime every time someone told me, 'the fat von ras cannot go higher, it's not because it's painful, that it's not going to happen like that'
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