Re: Inflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon.

Today I had a chat with @MacroAlf about various macro themes, and I presented my case for why the Fed/Tsy might/ought to consider a BEAR STEEPENER as part of its QT arsenal.

Jun 24, 2022

∙ Paid

I have written several Musings in the past several months on this theme and have collated them here in an ad hoc thread:

This thread attempts to structure the argument more cogently and explain why I think a Bear Steepener might be the Fed/Tsy’s best hope of engineering a “Controlled Demolition” of asset prices WITHOUT engineering a CREDIT CRISIS.

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