Recessions are serious. They happen years apart from one another. The last one started in 2008 and the effects are still here in the form of Quantitative Easing by The Fed. The QE stopped in 2014, but then had to restart in 2020 due to Covid 19.
QE is used as a last-ditch option because with super low interest rates the tools they normally use don't work. The...
The inflation trade is not over. People's lives, in particular in the US, are about to deteriorate significantly. Or rather improve, with food getting more expensive and people forced to live more simple lives, more in touch with nature. The official measures and consensus will say deteriorate.
Traders positions have bottomed in the strict sense, with the price...