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Soft, Hard, or No Landing?


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Aly
Aly
Apr 08, 2023

Excellent summary David of the different possibilities At what point do you think investors will start paying more attention to the potential upcoming debt ceiling fight?

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David
Apr 09, 2023
Replying to

It will be no earlier than early May when I expect market talk to grow.

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Wei
Apr 07, 2023

Hi David, isn’t it more appropriate for Fed to target an inflation target that is higher than 2% in this new economic order ?

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David
Apr 07, 2023
Replying to

If they move up their inflation target, long term bond yields will shoot up immediately on increased inflation expectations and inflation risk premium. The Fed knows that well even if many of the dumb pundits in the market do not

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