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MacroVoices #336 Charlie McElligott: Is There Another Shoe To Drop For Equities?
Macro Voices
Is There Really a Deeply Doomish Fed Pivot?
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A lot of people have an embedded expectation that what's coming. Almost nobody seems to question whether it's coming. The fact of the matter is, we haven't had one of these gross scares when we have inflation dictated by the fed as the sole mandate. And frankly, when you consider how much tightening has happened in the background, both with the policy rates staying higher and the balance sheet run off, it's not a great environment for risk.
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