CapitalNotes on Nostr: The Fed is tightening into a disinflationary U.S. recession, but large, structural ...

The Fed is tightening into a disinflationary U.S. recession, but large, structural public fiscal deficits and constraints in energy and commodity supply are likely to generate waves of inflation in the long-term. Liquidity is likely to remain under pressure through Q2 2023 -- keeping a lid on risk asset returns.

#Fed #liquidity #inflation #investing #trading #stocks #macro #macroeconomics

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