Slack: C0A0J067M6V/ts:1771010127.4707

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

global-liquidity-cycle-macro-regime

🟢 [E1653] BCA Research argues Fed faces 'double jeopardy': will de facto shift inflation target to 2.5-3.5% and continue cutting rates even with inflation in that range. Structural driver is almost 3 million fewer older workers post-pandemic.
supporting · 2026-04-07