Matthew retweeted
讲得不好，敬请大家包涵；
讲得不对，欢迎大家指正。
youtu.be/CYnI4P9efwg?si=7uS1…
Matthew retweeted
Seems like you’re focused on just one thing. Yields dropped from 4.5% to 3.4%. Now MMs will start buying equities since they’re underweight. China reopened. Europe avoided their energy crisis this winter. Russia is losing the war. Consumer spending hasn’t dropped off a cliff
Cathie Wood says there would be deflation in 2023 and the fed should not raise the rate,really? Inflation is like a spiral that would rotate to different sectors. Once serious inflation started, it takes years to stop it. How to stop it? A serious recession and a market collapse.
I ask you one question, if inflation is 15% a year and 10 years bond is 2.8%, does that make sense?
So a total collapse of the bond market is inevitable, things would be very ugly. A lot of pension and insurance companies would shut down, and retirees would lose their pensions.
