Hartnett: Bond Hate Means YCC Gets Closer

Notes:

• Pressed for time? Chart explanations start at 22:22 mark

Best part IMO are brief segments ( if topic interests you) about:

1. Tip: Use the transcript for a term search

2. Nominal GDP vs EPS

3. Bonds, YCC, and ICC (Interest Cost Control)

4. 4 to 5% inflation levels

5. The no landing equals hard landing scenario

6. The Chart 7 analysis grid on bubbles, goldilocks, stagflation, recession