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Author: weatherman   😊 😞
Number: of 3853 
Subject: hoisington 2026 april
Date: 04/15/26 3:40 PM
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highly reputable source has one of their most lively posts in long time.
(usually limited to fwd looking interest rate changes)

a. best fed strategy in gop chaos is 100% absolutely no change to rates and even less guidance

b. econ effects from supply energy shocks since 1973

4/4, recession within 11 months.
4/4, significant s&p500 bear mkt, -20% to -60% decline. global mkt also, but did ~10% better per shock.

(russian invasion event excluded due to outsized covid stim impulse continued impact...easing was not retrospective to invasion)
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