What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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Is the Fed Really Going to Slow?
There's always a lag effect from the Fed cutting or raising rates, right? We're just now entering kind of six, seven months since they began to screw Satan 75 basis points for times in row. As we balloon these balances, both on the corporate and consumer levels, the paying the price is coming. It's here now, but it's going to keep continuing. So I'm not sure what the one data point or what the one moment's going to be when people realize.
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