Thanks for your interesting points. I wonder if in all of this the US political cycle is also playing its part. Can the FED tightening get close to the election season or is the FED going to release the pressure a few months earlier than the political campaign starts?
Fantastic post, thanks for expressing your thoughts time and time again.
Thank you, most kind!
Thanks for your interesting points. I wonder if in all of this the US political cycle is also playing its part. Can the FED tightening get close to the election season or is the FED going to release the pressure a few months earlier than the political campaign starts?
Thanks for letting us know your latest market thoughts. Really appreciate you finding the time for your substack audience.
My pleasure