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‘Fed Cuts Versus Recession’: The Next Battle
Where to from here?
"Recession! That's where." Or so goes the refrain from seemingly everyone incli
In my perfect world view, we’d get one more 25bp raise, no cuts in 2023 and the 30yr @5% (a proper place for the risk of duration of that size), the 10s @ 4% and the 2s at 3.5%. Stay there for the few years I probably have left and I’d be in investment heaven.