In sep-oct markets starting pricing in BOTH rate increases AND a policy mistake/overshoot. @bcaresearch via @SoberLook
On the bond market shock of Aug-Oct 2021, see Chartbook #49:
adamtooze.substack.com/p/chartbook-49… https://t.co/LUfkMsHffl
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow
May 18, 2023
RT @BJMbraun: How to be an effective political economist: Laser focus on the neuralgic points of the state-market nexus, follow the money,…