To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Stock Bond Correlation Signaling a Regime Shift, Right?
The stock bond correlation has been surging positive in the last few months. This is potentially signaling that there is an economic regime shift, you know, coming. The high debt to GDP ratios are kind of at the very least signaling that inflation might be more of a problem going forward and that this might not be the transitory inflation that people were talking about a year ago.
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