According to the latest conventional 'wisdom' - which changes with each and every CPI report and FOMC dot adjustment - inflation is back and so is the soft landing. The most recent update from the labor market says that's entirely backward. Job findings have utterly plunged right when the jobs market reaches that 'magical' unemployment inflection spot on this critical curve.
Eurodollar University's conversation w/Steve Van Metre
Podden och tillhörande omslagsbild på den här sidan tillhör Jeff Snider. Innehållet i podden är skapat av Jeff Snider och inte av, eller tillsammans med, Poddtoppen.