Back to the Macro
With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.
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Recession Fears 😬
Markets cheer lower inflation, but higher rates and recession driving new year fears
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Age of Rising Yields 💸
🏦 Fed hikes rate. No surprise, Powell announced Fed Rate hiked by 0.25%. Increasingly more hawkish (likely overcompensating for misjudging “interim” inflation last year), Fed forecasts 6 more rate hikes this year exiting at ~1.9%. Welcome to the Age of #RisingYields. ️🛢 Crude oil moderates. Crude oil pricing pulled back as much as -25% from flirtations with $130 Read More