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How should investors position for high inflation and policy normalization?
@macrocredit gave us his thoughts on a recent #MacroHive exclusive.
Here is what we learned 👇🧵
@macrocredit gave us his thoughts on a recent #MacroHive exclusive.
Here is what we learned 👇🧵
1) The Fed, the ECB and BoE are behind the curve. Normally, a tightening cycle would start during rising growth momentum. This time, however, central banks are likely to tighten as fiscal stimulus fades.
2) Markets are currently pricing four Fed hikes this year, but more might be needed to tame inflation as geopolitical risks and energy prices continue to rise.
This means the Fed might have to hike faster, suddenly slamming on the brakes throwing investors in the wind.
This means the Fed might have to hike faster, suddenly slamming on the brakes throwing investors in the wind.
