Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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가입 June 2022
105 팔로잉 중 28.2K 팬
A 6% 10-year yield isn’t automatically bearish for stocks.
If yields are rising because nominal growth is strong, rather than inflation fears or term premium, equities can stay near all-time highs.
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