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Podcast: Inflection Point
Episode: The Yield Curve Inverted: What Now? | Weekly Roundup
Description: In todays On The Margin weekly roundup, Mark & I begin by discussing the 2yr 10yr yield curve inversion. Is the bond market signalling a recession on the horizon? What will this mean for other asset classes such as stocks, commodities & crypto?We then transition to discussing the work from home dynamic and whether employees will cause an exodus out of big cities, whilst demanding the same wages. What does this mean for the labor market throughout 2022 & beyond?Finally, we dive into Zoltan Pozsar's recent 10 page note published by Credit Suisse titled 'Money, Commodities, and Bretton...