- Markets are adjusting to the Fed’s indications that rates will be higher for longer than originally anticipated in an effort to bring down inflation.
- While we’re seeing lower inflation on goods as supply chain pressures have eased, inflation on services is likely to remain more persistent as the labor market remains strong.
- Analysis and perspective on the impact of Quantitative Tightening, liquidity, and Treasury ownership on the equity markets.
- Discussion of how the stronger dollar is leading to more economic weakness in Europe, and why this may be a vicious cycle.
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