Everyone now betting on the avalanche as crisis worsens, completely ignoring final Fed rate hike.

Eurodollar University · May 4, 2023 · 18m

Who cares about the Fed's (final) rate hike? You shouldn't. While chasing inflation risks that don't exist, instead markets are hedged and priced for serious deflation ahead. All the signs, all the history and basic economics conclusively point toward worse ahead.

Eurodollar University's Money & Macro Analysis

Bill Gross: Bull Market in Bonds Is Over

https://www.wsj.com/articles/BL-MBB-1297

Minutes FOMC Meeting July-Aug 2018

https://www.federalreserve.gov/monetarypolicy/fomcminutes20180801.htm

Milton Friedman: Reviving Japan

https://www.hoover.org/research/reviving-japan

Knut Wicksell: The…