The probability of long end rates blowing out to new highs is greater than the probability of a recession
@notthreadguy laid it out in this video:
Capital Flows
Capital FlowsAug 9, 01:19
Interest Rates and Macro Volatility: Understanding the Forces Moving Markets Connected U.S. Interest Rates Trading Tactical Playbook and Excel Macro Models (100% Free) You're going to want to bookmark this one
35.26K