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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
The Future of Fixed Income
Darius and Julia are cautiously bearish on the S&P 500 for slightly different reasons. Chinese authorities have really like spent most of last year massively tightening financial conditions. This means potentially Chinese assets could be interesting in terms of longer-term investment. But against those kind of like too long, I would continue to sell spikes in US stocks which are still dramatically overvalued.
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