Market strategists get cold feet at the worst possible time.

#interestrates #inflation #deflation #recession #inversion #ratehikes 
A slew of Wall Street types are getting impatient - and cold feet - waiting for a recession they're not sure is happening. The market is sure causing them to wonder if the market is just wrong with its massive inversion. No, this time is never different. 

Eurodollar University's weekly conversation w/Steve Van Metre

If Powell Wants Higher Rates, He Should Ask Why He's Not Getting Them
https://www.realclearmarkets.com/articles/2023/07/21/if_powell_wants_higher_rates_he_should_ask_why_hes_not_getting_them_967624.html

Bloomberg: Goldman Says Yield Curve Is Wrong About Recession. Should Investors Be Worried?
https://www.bloomberg.com/news/articles/2023-07-18/goldman-says-yield-curve-is-wrong-about-recession-mliv-agrees

Bloomberg: Bill Gross Says Bond Bull Market Isn’t ‘In the Cards’ as Yields Peak
https://www.bloomberg.com/news/articles/2023-07-21/gross-says-bond-bull-market-isn-t-in-the-cards-as-yields-peak

James Grant: John Adams Party of One
https://www.amazon.com/John-Adams-Party-James-Grant/dp/B001714ZF2

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