bearish

2021 to Mark the Return of Inflation: Fed Hike by Mid-Year Implies Risk-Off by 2Q/21

412 Views22 Dec 2020 04:04
A closing output gap coupled with $900bn fiscal stimulus will make 2%+ inflation inevitable if M2 keeps growing 24%YoY. US monetary tightening will mean a strong US$, & selloff in risk assets in 2021
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