u/Thick-Cover8761

Assumption is the following :

Beginning January 2027. The economy slows but only mildly. Economic metrics are worsening by April. Abruptly, there is downward momentum as the stock indices (which held up well at first) now collapse. The Fed panics and rapidly lowers rates. Bessent prints a record breaking amount of new money. ... because the already bad budget deficits worsens.

Does this extinguish inflation ??? ... or is it Stagflation, instead. Which bonds to own ???

Average weighted maturity 4.6 years. 72% Treasuries, 28% Brokered CDs ... as boring as it gets. I added some duration to it late last year ... at the wrong time. So much for the experts on CNBC saying 2026 would a repeat of 2025 : WRONG.

There is a relationship between the two. This will impact home buyers and also the economy in general. I'd presume that many who are reading this are in (or were in) in this marketplace. Are there any stories that you can share with us ???

Bummer.

FYI : Reddit just notified me of a repeat contributor achievement

Does this surprise anyone here? Turn the clock back to December 2025 and I would have said no to both because I saw recession onset in 2026.