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A Soft Landing Is Unrealistic | Andy Constan
On The Margin
Financial Conditions Drive the Economy
Financial conditions, determined by the availability of credit and its cost, have a far greater impact on the economy and asset markets than short-term rate expectations. The performance of assets, driven by these financial conditions, is what stimulates the economy, not just the anticipation of rate cuts. Focusing on short-term rate markets may be relevant for traders but does not provide a comprehensive view of the economy's dynamics.
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