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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
The Bearishness of Shorting Equities
We've been short for most of the year. We think that level somewhere between 3,200 and 3,400 on the S&P. That obviously means we have a decent amount more pain to go before we think financial conditions have tightened enough. And when I look forward, the cattle this actually get worse in the coming months and quarters, as opposed to getting better. So from our perspective, I think you can continue to step on the neck of the market here.
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