The $100B AI Question, and the Countdown to January CPI 2/13/23
CNBC's "Fast Money"
00:00
The Fed Is Not Your Friend
The consensus was very clearly that we're going to have a recession, right? And now that's just shifted. Michael Schumacher is the firm's head of macro strategy. He says if there truly is no recession, and I'm a skeptic, why is the bond market pricing so much easing for next year in particular? It probably should be less easing priced if there's no recession idea it comes to pass.
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