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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
The Fed's Tightening of Risk Assets
Inflation expectations moved up to like I think 6% in the next year. Purchasing plans are literally blowing up. The problem here with lower inequalities is you obviously get money where there's much higher propensity to consume at the bottom end. You get stronger demands, stronger inflation and by design weaker stocks, weaker prices on the back of lower multiples. Obviously we haven't priced any chance of a recession yet or at least a severe slowdown. And that's actually at the time where I'm also showing that finally real yields are now substantially positive.
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