Minerd Sees Threat of U.S. Recession in 2023

The transcript discusses market expectations and reactions, highlighting a relief rally in stocks and a muted bond market response. It covers the Fed's high wire act, focusing on the yield curve, inflation rhetoric, and the dot plot indicating rate increases. The discussion suggests the market is not priced for a worst-case scenario, potentially setting up for a recession in 2023.

What does the shape of the yield curve indicate about the market's expectations?

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What historical context is provided regarding the Federal Reserve's previous decisions before a recession?

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