We're trying to drain even more liquidity out of the financial sector in a third of the time. The size of those blue bars on slide 80 cald all just be higher, just given the e structual inflation dynamics were reserving in economy. We start tho break down below three % somewhere in september. That datell be reported in late october. And by november second, you're probably going to see them ease up a bit from tightening financial conditions.
MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show. Darius says a U.S. recession is the “bull case”, and that the worst is yet to come for markets. They also discuss what’s ahead for inflation, commodities, stocks, and much more. https://bit.ly/3boYiqc
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