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Dario Perkins: Watch Out for Another 20% Drop in Equities
The Macro Trading Floor
What's Going on in the Markets Right Now?
The whole idea that the putis close to being at the current spot price of equity markets, i think you could put that idea straight the dust bin a because of what inflation is doing. And also, think the signals that we've gotten from censor banks is that they couldn't care less about what's going on in financial markets right now. A yearly inflation rates will be distorted now by base effects when you measure against very rapid increases last year. But still, if you look at the monthly increase, e tay way too high for centre panks to to take comfort in those. So you need to see that figure going down, and atmon much closer levels to zero rit before
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