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4min chapter
It's All About Liquidity & Inflation Now
The Macro Trading Floor
The Fed's Decision to Take a Pause
If inflation comes down to 2%, 3%, that range by November December this year. It is basically the worst possible scenario for a lot of sectors since they will be faced with wage growth of 4, 5, 6%. The Fed has been relatively consistent in their communication and I don't see why you should fight them. And there was a point where if you looked at what the market was pricing in, you have a 70% height probability in June. You need to fade this stuff guys. I mean, listen to the Fed.
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