This episode's guest Joe Consorti, a talented macro analyst whose economic insights and commentary have earned him a well-deserved spot among the rising stars of the industry.
This episode, we delve into the current state of the bond markets and what the yield curve is indicating about the economy. We also explore the latest developments in the job market, including the recent surge in layoffs and softening labor demand.
Lastly, we discuss into the looming commercial real estate crisis, the potential bank stress, and the truth behind the rumors of the dollar's imminent demise.
Hope you enjoy the show!
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