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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