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The Incoming Recession Is A 2023 Story | David Rosenberg

Inflection Point

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How Assets Will Respond to Economic Durables

On The Margin host Joel Borsuk talks about the Federal Reserve. He says Jay Powell was aware of a bubble in long-term fixed income securities before he took up his post at the Fed. But now that's been blown, why are they focusing so much on wage pressures and other inflationary factors? Inflation is going to filter into the rest of the economy even though this is not like 1981.

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