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Felix Zulauf: The Fed Is Making A Policy Error

The Macro Trading Floor

CHAPTER

Is the Fed Going to Roll Over?

I am pretty sure we're gonna be walking into a serious global recession anywhere by the end of next quarter. I'm looking at short-term Instruments like you know T bills or anything that replicates a two-year risk-free exposure yielding four and a half percent under a semi Honestly, I find that to be a pretty decent tailwind for any book next year to have First because it carries pretty decently on your money in the first place and second because you're gonna get a decent market Move as well your way if indeed the Federal Reserve has to roll over In a global recession and I think they will.

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