We're solidly in fall so where are we headed. First of all I'll tell you were we can't go and that is summer.
Summer would mean a polar flip from fall requiring both lower growth and faster inflation. However one would have to happen before the other moving us either into spring with faster growth + faster inflation. This assumes growth remains positive and inflation accelerates.
Or we could go into winter if grow slows and deflation continues.
Assets of choice: Fall both LQD and VCLT with LQD currently favored shortening up the curve.
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