5min chapter

The Macro Trading Floor cover image

Lyn Alden: A Pendulum Between Stagflation & Reflation

The Macro Trading Floor

CHAPTER

Will the Mit Terms Continue to Surprise?

I'm not, ah, busily calling for any sort of high conviction or recession, right? I just have a tilt towards being defensive and trying to find things that, you know, we'll work even in a supply side constrained environment. Ahso kand of try to do dammade control either way. The elephant in the room we haven't talked about yet is a monetary policy. So the federal reserve is basically promising to hike above neutral rates, lin whatever neutral rates are, nobody knows. And cutees around the corner too.

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