MacroVoices #364 Julian Brigden: On Opportunistic Disinflation
Macro Voices
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What's Going on in the Equity Market?
The bond market has priced in a scenario where, to your point, you've marched rates up and then you immediately marched them back down again. So these markets have been utterly incompatible, right? I mean, this latest narrative we've had about no landing, I mean, I don't know who's been talking about that, but let's crack speak, right? There is no option for a no landing, right? We have to have a landing and it's either going to be a hard landing or it's going to being a soft landing, right?"
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