What To Do at the Acceptance Stage of the Tightening Cycle
Real Vision: Finance & Investing
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Are We Going to Have to Retest the Loaves on the Equity Market?
Investors are slowly but surely realizing that the sticky corinflation problem probably ain't going anywhere any time soon. And so weither going to be bluffed with a negative liquidity function for an extended period of time, which is obviously directly bad for asset markets. Or we're going to have to go through the economic soup called a recession, which our math and our data suggest as very much not priced in essimarks.
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