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Quick market recon thread as I board my plane back home:
Just on way back from @RealVision #macroexperience event in San Diego and have a few observations…
Just on way back from @RealVision #macroexperience event in San Diego and have a few observations…
Almost everyone now believes inflation is unanchored on a secular basis and the Chart of Truth will fail and the previous cycle high in rates will get taken out for the first time in 35+ years…
Many people I respect expect rates to get to levels we couldn’t believe a couple of years ago. Calls of 5% plus.
Same sentiment for commodity inflation with lots of expectations of $150 oil, food shortages, etc
Same sentiment for commodity inflation with lots of expectations of $150 oil, food shortages, etc
