Will the Fed Keep Interest Rates Higher for Longer?
Real Vision: Finance & Investing
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Investing in the Stock Market - The Key Takeaway
i think one thing we all need to do as investors is have a little bit more humility and less trust in ourselves in an environment like this. Otherwise, you know, we' be teling itsall innvestors a position for that. But i want to say on trust, cause it's not just the fed. The key takeaway is actualy on slide 87, where we show a s and p 500 nominal real earnings divided by quartils of inflation volatility. In summary, we're in a higher inflation regime.
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