Imho we see stagflation in the medium term; loss of confidence in fed gov as dust settles will push people out of UST = rising private & public markets. Fundamentals get Chuck Liddell'd. Dow to 40k by 2023; Gilded Age will go on against sci-fi backdrop.
-
And this is why I love Twitter. These conversations right here. So now come the question of bond yields. To stifel inflation they (fed) raise interest rates?
