Partial Yield Curve Control
Reflation risks, labor supply-side, Treasury divergence, healthcare downgrade
We will be traveling to Boston, New York and New Jersey next week. Consequently, next week’s note may be abbreviated.
Please consider attending Dean Curnutt’s MacroMind Symposium next week.
Risks to the Reflation Trade
“Ignore the supply-side at your peril”, Ironsides Macroeconomics in last week's note.
The two developed economies closest in structure to t…