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Oh Sh*t... This Just Happened
#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #consumer #oil #gasoline #cisco #walmart
From Cisco to Walmart, bonds to oil. Don't call it a comeback, deflation has been here the whole time. Most just forgot about it or were distracted by the combined summertime of soft landing and oil prices. The downside of the disinflation rebound and the weakness it is revealing have brought all the bad deflationary feelings back up to the surface.
Eurodollar University's conversations w/Steve Van Metre
Twitter: https://twitter.com/JeffSnider_AIP…
The skinny
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