4 charts that imply that the US economic slowdown is easing. 1. Senior loan officers survey: degradation has slowed, which points to carry trades in credit & higher bond yields. Eco picture is adjusting to stable long rates. High rates may not matt

David Cervantes @pinebrookcap · May 9, 2023

Nice thread that sums up a lot of things I’ve been parroting since early this yr.

Tweet May 9, 2023

by Count Draghula

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