In a discussion recorded the morning of April 8, 2020, Sherman Show co-hosts Jeffrey Sherman and Samuel along with returning guest Jeff Mayberry conduct a tour d’horizon of stocks, gold and bond markets and a review of the macroeconomic and stimulus fronts. They ponder the long-lasting effects of the lockdown after it ends. They discuss how the Federal Reserve is using its balance sheet and the meaning of the curious rise of Treasury yields despite $100 billion of daily asset purchases by the central bank. They also consider the prospects for a revival of inflation given the trillions of dollars spending coming out of Congress for President Trump’s signature.
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