Coming into 2019 the macro world was largely divided into two camps: recessionistas and inflationistas. The former were looking for the economy to roll over, the Fed to slash rates, bonds to rally, and stocks to crash. The latter were calling for inflation to spike,...
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Coming into 2019 the macro world was largely divided into two camps: recessionistas and inflationistas. The former were looking for the economy to roll over, the Fed to slash rates, bonds to rally, and stocks to crash. The latter were calling for inflation to spike, the Fed to hike rates aggressively, bonds to sell off, […]
