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Pagi Bosku! Lupakan semua yang kalian dengar soal The Fed bakal mangkas suku bunga. Serius, lupain aja! Kalau kalian sekarang cuma duduk diam nungguin The Fed nurunin suku bunga, kalian benar-benar salah dan lagi jalan lurus masuk ke jebakan raksasa. ​Situasinya beneran mendesak. Konsensus pasar saat ini tuh buta banget sama apa yang sebenarnya lagi terjadi di balik layar. ​Pergeseran Tektonik yang Diabaikan Coba bayangin, setelah pidato Kevin Warsh di Jackson Hole kemarin, probabilitas pasar b...
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