it continues to be true that the data is such that whatever your underlying belief, recession coming or no landing, there is data to support that view. to me that simply indicates there is a much longer runway before one direction or the other becomes clear
absolutely true. Cherry picking the data has always been a tool for people to underscore their view. But overall, stocks seem to go higher, and bonds lower. I have a feeling the 50bps cut of the Fed will backfire.
Congrats, particularly on non-market related intro. We need more voices like yours
it continues to be true that the data is such that whatever your underlying belief, recession coming or no landing, there is data to support that view. to me that simply indicates there is a much longer runway before one direction or the other becomes clear
absolutely true. Cherry picking the data has always been a tool for people to underscore their view. But overall, stocks seem to go higher, and bonds lower. I have a feeling the 50bps cut of the Fed will backfire.