Suddenly, People Are Asking The Bigger Macro Question

The "structural shift" discussion as it relates to long run rates in a new macro regime is starting to find its way into weeklies and also into the day-to-day market banter. Despite being important, this won't likely become a general interest topic until the Fed formally acknowledges it, where that means it becomes a mainstay of public speaking engagements or it gets enshrined in the SEP. For those who need a primer, I'd again refer you to "Finding The North Star In Oz," although I've publishe

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