This week is an interview only episode to give Patrick some much needed R & R. So Kevin welcomes to the show, Danny Dayan from Macro Musing. They discuss how the FED has lost control of financial conditions and why inflation will be higher than the market expects in the coming years.
Follow Danny on X: @DannyDayan5)
Subscribe to Macro Musing: https://dannydayan.substack.com/)
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