Great piece - I agree that the rate regime will be very tricky (different) from here on out very likely - lest the U.S. go bankrupt quicker than they can manage to gradually increase inflation.
Very well expressed. I have been of similar views myself. I think a rate hike is highly unlikely, in fact a smaller balance sheet and rate cut by year end is entirely possible.
Great piece - I agree that the rate regime will be very tricky (different) from here on out very likely - lest the U.S. go bankrupt quicker than they can manage to gradually increase inflation.
Very well expressed. I have been of similar views myself. I think a rate hike is highly unlikely, in fact a smaller balance sheet and rate cut by year end is entirely possible.
Enlightening thoughts. Thanks.