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Lyn Alden: A Pendulum Between Stagflation & Reflation
The Macro Trading Floor
The Mother of All Supply Chain Issues
The cue outside of shanghai is just massive right now as a consequence of what i will call the super lock down in shanghai. I wouldn't be too surprised to see a scarcity of plastic shet woltfati within a few weeks from now, because that's essentially the side effect of what's going onn shanghairight now. And therefore it also becomes important for the fettl reserve, because we've seen how the price of goods has increased quite materially in the us. The chance of 75 basis point is only marginally prized that, i think, looking at my screens, 15 % as we speak. Ah, what's interesting in the bon market and
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