He might be aware of “the lag” on tightening impacts, but what he’s not being asked is the impact of rolling debt at an interest expense at least 5X higher than 2 years ago. Especially with the amount of maturing debt (and accelerating expenses) happening in the coming 2 years..
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It would be great if the fed pivot and halving happened around the same time. Boy would that be a fun ride.
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Think they can stay afloat that long? Wouldn’t surprise me.
All that debt rolling over at higher rates, who knows.
