Comment & Analysis
Trying to Keep an Open Mind
• Equity market rally discounts a re-run of the Goldilocks scenario • We accept the idea that US inflation may be peaking but we fear it will be sticky at around 5%. • We struggle with market’s pricing that the Fed funds rate will peak at the turn of the…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Sanctum Wealth