The bond market called inflation right in 2022 and now says Fed will be dovish in 2023... even if Fed doesn't know it yet

We hosted our 2023 Outlook webinar Wednesday and a replay is available (see banner above). The bottom line is we see the highest probability for double-digit gains since 2020. This call is fundamental (falling inflation) and Fed-based (Fed gets dovish).

The bond market called Fed right in 2022 and now says Fed will be dovish in 2023... even if Fed doesn't know it yetJames Carville once famously said in the next life, he wants to be reborn as the bond market (because it scares...

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