Why the data and price action are NOT signalling a global recession
great work! i’m excited for part 2
Thanks !
What is the lookback that you use on the YC regime? I had it set at 50 and it was showing only bear flattening
This is on a 20d lookback
follow up, do you have a bloomberg and if not, what “inflation swaps” replica do you use for your dashboard/real rates
i dont have a bloomberg. id say if you can’t find any reliable sources from people etc of inflation swaps, use breakevens. i dont explicitly have a place to recommend
thanks!
great work! i’m excited for part 2
Thanks !
What is the lookback that you use on the YC regime? I had it set at 50 and it was showing only bear flattening
This is on a 20d lookback
follow up, do you have a bloomberg and if not, what “inflation swaps” replica do you use for your dashboard/real rates
i dont have a bloomberg. id say if you can’t find any reliable sources from people etc of inflation swaps, use breakevens. i dont explicitly have a place to recommend
thanks!