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- The transition from a era of easy monetary policy to a new era of tightening and rising inflation has significant implications for the market.
- The tightening of monetary policy and potential increase in interest rates may lead to a reevaluation of growth stocks and a possibility of prolonged periods of negative returns.
Deep dives
The Shift to a New Era for the Markets
The old era dominated by zero rates and accommodative policy is transitioning to a new era of tightening and rising inflation. This shift has significant implications for the market, as it entails a departure from the easy monetary environment of the past 14 years. The recent rise in US CPI and political pressure on the Fed to curb inflation suggest that this transition is here to stay.
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