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Here's What Just Happened to the Stock Market and the Economy
Odd Lots
The Fed Never Explicitly Said That We Want the Stock Market to Go Down
The only thing in the financial conditions indisses, as i mention, that had been staying up was stocks. But since more or less early february or late january, stolks have been kind of stuck in a boring range. We've amulti compression at the index level, essentially to t pre coved levels; we also have rates more than a hundred basis points higher. So your your layman's equity risk premia, i would suggest that you're still not being compensated enough for the risk that either the fed over tightens and china is a persistently larger drag on the global growth outlook for longer. ar otwan teriwa ye dog
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