Time to Protect Against the Next Punch: The Revenge of Global Debt

Jordi Visser

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Below is an excerpt from President and CIO Jordi Visser's recently published whitepaper, "Time to Protect Against the Next Punch: The Revenge of Global Debt." You can access a full copy of the document by clicking here.

In March 2021, I wrote a paper titled “Lesson Learning is a Never-Ending Process." When it was published, YoY CPI had just come out at 1.7%, and the focus of the markets was the Fed being on hold through 2023. It was surprising to me that investors were complacent about the Fed remaining on hold despite rising inflation and a rapidly improving jobs market already showing shortages. I outlined why the Fed should begin resetting higher rate hike expectations so that they did not fall too far behind the curve, given the historic amount of stimulus injected into the system....read more.

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Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.