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Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint

"If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence"?

"If we are indeed nearing the point where the Fed stops tightening (both QT and Fed Funds), should this offer investors confidence"?
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4 comments on “Albert Edwards Says It’s Too Late For Fed To Save Stocks, While One Strategist Delivers Curve Causality Counterpoint

  1. What we got here is a forest or tree scenario.
    What’s really needed is some AI – Meta Data – Neural Network sh*t to figure out where the tree/forest killing beetles are attacking!
    Ivory Tower analysis’ are like Generals and the last war. We need some smart drones and robots Damit.

  2. Here is the AI: https://intensity.com/news/intensity-recession-forecast-january-3-2019
    It made a big jump with the Jan report. 97.1% of a recession in 6 months sounds too high though….

    • Anonymous, thank you for the link. I am a huge fan of the P&G bullet point memo style and appreciate Intensity’s posting. The drill-down is: why did they move the goalpost’s Recession Probability to Jan/Feb from March. I would like a little filler and a correlation from someone else. If I find one, I will pingUback.

  3. Lot of theories and ink on whether and why yield curve inversions do or don’t signal recessions. Regardless, the correlation is well enough accepted that invert -> fear -> selling. Not sure it pays to overthink it.

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