Forward Guidance

Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

18 snips
Jan 8, 2024
Former Fed trader Joseph Wang discusses his outlook for 2024, including his stock market "crack up boom" thesis and the rise of fiscal dominance. They also dive into the Fed's QT program, the reverse repo outlook, and the impact of broader financial plumbing on markets.
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