Oddbean new post about | logout
 Could not agree more. To add some questionable supporting evidence, pricing in bonds and commodities (forex, too, in certain pairs) is suggesting big movements around august. 

Then there is the yield curve and unemployment numbers moving in the direction of “oh, shit” with >95% accuracy over 120 years. 

Then there is the geopolitical buildups happening in EU and Asia (China & Japan) - tho not much of a timeline can be seen from that, only the buildup. 

Its crescendoing. The suspense is terrible! I hope it lasts…