bullish
Weekly Stock Bullfinder - Week of 10/17
SUMMARY
- One of the most interesting developments the past 6 months I have observed is the current power struggle between central bankers, the bond market, and politicians.
- Given the global inflation situation, central bankers this spring have reversed themselves on their previous notion of “transitory” inflation and have led an unprecedented monetary tightening regime by stopping quantitative easing, reducing central bank balance sheets, and raising target interest rates.
- The result of this regime change has led to historical volatility in bond markets as bond markets attempt to price in the terminal rate in which the central banks will raise interest rates to in order to reduce inflation.
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