01-11-2022, 09:27 AM
Markets are rallying on hopes that policy tightening is nearing an end - even as the Fed is set for another large rate hike this week.
We don’t think that’s the case, as central banks haven’t fully acknowledged that hiking rates enough to tame inflation will cause recessions.
https://seekingalpha.com/article/4551184...-all-sides
We don’t think that’s the case, as central banks haven’t fully acknowledged that hiking rates enough to tame inflation will cause recessions.
https://seekingalpha.com/article/4551184...-all-sides