Ignore the Fed’s flip-flop and focus on labour dynamics
Investors need to see (much) more for this to be sustained
‘We have a big currency problem’
Will the end of “extraordinary measures” lead to financial Armageddon or not?
Premature pivot prayers
The Fed is not for turning
Predictability and principles should win
A tragicomedy in two acts
Revolving lockdowns are likely to exact a heavy economic toll in 2022
Ignore the doom and gloom.
And markets don’t like it.
