A Hawkish Fed Eyes Inflation (and Not Much Else)
Real Vision: Finance & Investing
00:00
Is the Economy Strong Enough to Hold Out?
Crowding analysis shows that markets are either overly hedged, or they're actually outright barish on this particular exposure. You know, whenever you get into a situation where the volatility rist premia becomes negative as you are in that lower right quadrant, that tends to be a sign that a lot of near term negativity is already priced in. And so now the next shoot o drop is, ok, what does all that tightening mean? What does this big arison crude and energy prices and food prices mean? We have to actually get to that point in the process when we start to see that show up in the data.
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