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@Govro12 WinterGems Stocks's avatar

If we enter a recession ...and inverting yield.curve do always (7 out of 7 ) end up in a recession The inflation will come down ... At least a bit so that short term yield will go down a bit ... So that Lt yield will catch up and intersect .. We might get into a stagflation like 78 - 82 ... Here the st yield went down but inflation stayed high ... So we end up with another inverting yield curve ... In 81 ... That is an horrific scenario .. it may repeat again ...but I don't think we are facing the same demographic trends than in 1970s baby boomers all wanted houses kids at the same time

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Forsi's avatar

Would you have any thoughts about their reliance on the Federal home Loans? That is huge , expensive and increasing. I was a big fan of this bank before the rate rise, but it now looks much more vulnerable that I thought

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