Why the Fed Is Not Your Fed Anymore

The transcript discusses the impact of trade tensions on markets, debating whether they are inflationary or deflationary. It explores investment strategies, particularly in fixed income, amid these tensions. The role of the Fed and market dynamics are analyzed, focusing on supply and demand in fixed income markets. Predictions on recession timing and yield curve behavior are also covered, considering central bank actions and demographic factors.

What is the ultimate question regarding trade tensions mentioned in the text?

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How do trade tariffs relate to inflation according to the discussion?

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What are the expectations for growth in relation to the yield curve and trade tensions?

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What is the significance of the Fed's balance sheet reduction mentioned in the text?

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What does the text suggest about the relationship between fixed income markets and equity markets?

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What are the projected odds of a recession occurring in 2020 according to the discussion?

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How does the text describe the impact of central bank actions on the yield curve?

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