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S&P To Fall 20%+ Once Markets Stop Deluding Themselves About A 'Soft Landing' | Alf Peccatiello

Wealthion - Be Financially Resilient

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Is China Reopening a Short Term Cyclical Growth Push?

Markets care a lot about the rate of change of growth and the rate ofchange of inflation on them. Markets are completely ignoring that as if it doesn't matter for inflation but they're extrapolating the growth side of it. It looks to me pretty myopic as if markets are choosing to focus on the green shoots that are there, but they're making the base case pricing. And very, very lala land. That's how I would define it at this stage.

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