Can the Fed Stick To Its Guns?
Real Vision: Finance & Investing
00:00
Yu S Net Liquidity Forecast
Fiscal policy is one of the dominant drivers. We've seen a big change in the fiscal reaction function not just in the yu s, but globally. There 's a very clear, right tale risk that i don't think the average investor understands. If inflation doesn't go straight down, if that process of disinflation is sticastic and and non linear and it's stickier than we expect currently, as a ovat is a collection of market participnts, then whole legue cow. I had to correct myself a couple of weeks agolike, no, it's not higher for longer. It's tighter for longer. And tell me what happens to markets
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