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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
Is This a Good Time to Buy Bonds?
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We're not necessarily the exact top of a hiking cycle from the Fed, but we've got to be close to it at this point. You can decide on the long horizon, but you have positive carry and almost all economic scenarios leading to you making money. And I just don't think you can very often find trades like this on the market.
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