EY Says "Up, Up and...No Way"
MRKT Matrix
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You Know, I'm Done With You Now, Dan?
The Fed's playbook would likely be to lower interest rates, right? So we talk about the sort of things that could cause the Fed to kind of get off script as it relates to battling inflation. But the idea that supply chains get disrupted and we have essential goods shortages is a very difficult situation. I think the Fed, their toolbox was not built for like macro issues or geopolitical issues at all. It feels like the just the temperature with us in China is just getting dialed up here. And you know, US China relations are probably as frosty as they've been since pre Nixon administration.
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