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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
The Short Teal Tea Trade Will Not Work During Recessions
If the federal reserve moves very aggressively ahead over the next two to three months, it's really insured that the front end of the yield curve, adjusted for inflation, trades in se severely positive territory. But then if we to have a true recession, hat that moderates inflation, the short teal tea trade will not work out well. If we look at gold during recessions, i think there is at least the risk of a gold selof in the run up to that recession. I would be on the look for such an event before i really a consider adding to my own long gold position.
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