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We Are Living In A Silent Depression | Emil Kalinowski
Forward Guidance
Is the Bon Market Leading the Fed?
The bon market tells us what level of economic opportunity we can expect into the ture. And when yield spread start contracting, other just straight up nominal ones, which they haven't been, then it suggests there is economic tunity that's being short circuited. So we should expect to see an upward sloping yield curve. We should see a yield curve that's rising higher and higher,. suggesting that if the government needs to compensate you more and more, why would put your money in these safe instruments? You're a fool when you can invest in the economy and make so much more with not that much more risk.
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