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@EffMktHype
Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
ๅๅ August 2018
1.4K ใใฉใญใผไธญ 50.2K ใใกใณ
- The Fed has finished its cutting cycle.
- Housing is soft
- Energy prices have risen alongside other commodities
- Inflation is expected to moderate but Fed is worried expectations could rise
- The market is pricing in successive hikes
- The date is June 2008
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