Taps Coogan – March 3rd, 2021
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Lyn Alden Investment Research founder Lyn Alden recently spoke with Macro Voices‘ Erik Townsend in a wide ranging interview in which she warns that investors should not expect the Fed to save the bond market from rising yields, at least not until they cause more obvious problems in the markets or economy.
She also delivers one the of best argued cases for a ‘reflationary’ outlook with rising commodity prices and higher inflation. According to Ms. Alden, we are entering an era of “fiscal domination,” where fiscal policy becomes more important and more dynamic than monetary policy, something that we started to discuss here.
Enjoy the full discussion below:
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