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Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Lead-Lag Live

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The Fed's Model for Asset Market Performance in the 2020s

The probability that we see very kind of asymptotic asset market performance as a function of just way, persistently, way too easy monetary policy is much lower on a go-forward basis in this decade. The presentation that I go through with Adam Taggart tomorrow actually has that structural inflation model. And so when I boil it down, it's factively saying it's going to be a lot of harder for the Fed to move liquidity in the next, in the 2020s.

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