Wolfstreet report – The Next Big Letdown for Stocks
Het Wolfstreet report behandelt ditmaal wat te verwachten van de toekomstige aanpak van de Fed, en hoe dat zijn weerslag op de beurs zal hebben.
Walls Street is hoping for rate cuts and a new bout of QE, expecting that a recession will force the Fed’s hand. Stocks have surged for three months based on that hope for a recession, rate cuts, and QE. But what if the Fed stopped tightening too soon, and instead of a recession, we’ll get slightly lower economic growth, but with some added inflation?
Publicatie 24 maart