Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
FICC Focus
00:00
Is the Fed Going to Blink?
The bottom 20% of households in the US are already in a recession. When does that trickle up into the middle income area? That's when you start to see aggregate consumption numbers come down. The big question mark is what happens with the labor market? And I'll be the first to admit, it's been very difficult to call that over the last year.
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