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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
The U.S. Confidence Survey Is Misinterpreted
Dariusz Kowalczyk: Are we anywhere close to a point at which financial conditions are sufficiently tight to even begin moderating inflation? He says most of the right thing to do is to remain bearish on risk assets. "You don't need a recession to see a 30, 40% drop in the S&P," he adds. 'It's likely to aid in a bed causing a recession'
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