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MacroVoices #357 Darius Dale: The Recession is Coming But Not Until the Second Half
Macro Voices
The Key Takeaway for All This Debt Sustainment
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The Bank of Japan is really the only major central bank that is still expanding its balance sheet. Ultimately, it's going to be kind of playing hot potato on who's willing to push to 10 year treasury yield below 250 basis points in a recession scenario. We sort of lived in an era if you go to slide 147, where we show the small cap to make a cap ratio.
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