10Y bonds debt economy fed gdp S&P 500

Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%

It's comforting. Sort of. But sort of not.

It's comforting. Sort of. But sort of not.
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2 comments on “Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%

  1. A rendering of the multiple defects in Goldnan analysis would be 10x the length of this post. Actually at 3.30/10y it al melts globally especially in EM. In fact EM already is hitting quicksand. And the USA is late cycle especially if you sterilize hurricane consumption. It is a tragedy to let lagging data infect your analysis.

  2. If you chopped my legs off at the knees I wouldn’t spiral to the ground, I would plummet. I guess that’s the accurate part. Don’t expect spirals when this falls.

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