‘The Market Is Always Embracing The Worst Possible Scenario’

‘The Market Is Always Embracing The Worst Possible Scenario’

"What if the curve has been right all along?" Deutsche Bank's Aleksandar Kocic wondered, in a new note. He was referring to front-end pricing for resolute Fed tightening and evidence to suggest the long-end is at least as worried about a policy-induced recession as it is spiraling inflation. All too often in 2022, stocks have exhibited signs of being trapped in a "damned if you do, damned if you don't" predicament. Good economic news is bad news for risk assets because it suggests the amount
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One thought on “‘The Market Is Always Embracing The Worst Possible Scenario’

  1. The “real world” is looking at food (e.g. wheat) shortages, energy disruptions, shutdowns in China, war, political divisions in many nations, climate change, mass shootings, etc. I have no idea how this will affect stocks but it is difficult for me to see inflation substantially decreasing over the next 12 months.

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