The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Forward Guidance
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The US Consumer Pushes Through the Recession
I could see the Fed raising rates one more time this year. I know it's an election year, but I don't think that will stop them at least early on in the cycle. What does this mean for equity investors? If you look at University of Chicago and Ibitz and Associates, they've done some long term studies on the stock market,. It averages about nine percent year over year gains in the stock market. We used to use the term Tina. There is an alternative prior to the pandemic before we had zero interest rates. So if you wanted to be out of equities, you got nothing. Or very low interest rate. Two thirds of the stock markets gain with
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