Triple Peaks

Triple Peaks

In "What Markets Are Betting On," I talked a bit about investors' outlook for the macro and the implications for monetary policy. Maybe "outlook" isn't quite right. Rather, I recapped what market participants are hoping, both as it relates to an assumed abatement of the Delta wave and a policy bent that finds central banks loath to cut off the liquidity spigot amid signs that economic activity has likely peaked. That latter possibility -- that signs of deceleration will give central banks plau
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