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3min chapter
The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Forward Guidance
The Importance of Paying Attention to Currency Markets
The bond market is the one that teaches everybody a lesson, and it tends to teach people very harsh lessons. So if you are call it long bonds into this cycle, you particularly on the long end, you might want to reconsider your positioning. I prefer being very short duration bonds and long equities non tech.
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