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Introduction and macro outlook
Call for 5.5% 10-year Treasury and impact on the stock market
The pathway to 5.5
The Fed's response to inflation
Soft Landing vs. No Landing
Implications of 5.5% on the 10-year
Why can’t we get to 2%?
Biggest worry with 5.5% on the 10-year
US debt crosses $34T
Bitcoin Spot ETF
Closing remarks
Consensus forecasts have been wrong