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Geoffrey Miller @primalpoly · Dec 19, 2022
  • From Twitter

Good data-based thread on how the Fed has painted itself into a horrible corner, & can't pivot to printing more money in 2023 until employment market collapses & recession is clear. (My interpretation of the tldr)

Tweet Dec 18, 2022
1/22 As this chart shows, there is a big difference between what the market and the Fed think. And this divergence will define the first part of 2023 trading. A 🧵to explain twitter.com/biancoresearch/status/1604582587657293830/photo/1
by Jim Bianco
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