Are
investors right in expecting a dovish Fed pivot? BY VIVEKANAND JAYAKUMAR|
The Hill, 08/02/22
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
If investors are indeed misreading the Fed’s commitment to maintaining a tight policy for a prolonged period and are failing to adequately take into account future inflation risks, then recent stock and bond market rallies may well prove to be premature and even counterproductive.
It’s Far Too Risky to Assume That the Bottom Is In
https://www.bloomberg.com/opinion/articles/2022-08-02/assume-that-the-bottom-for-us-equities-isn-t-yet-in-despite-the-july-rally
Wishful Thinking Won’t Help the Fed Beat Inflation
https://www.bloomberg.com/opinion/articles/2022-08-01/a-pivot-won-t-help-the-fed-beat-inflation
https://thehill.com/opinion/finance/3582559-are-investors-right-in-expecting-a-dovish-fed-pivot/
If investors are indeed misreading the Fed’s commitment to maintaining a tight policy for a prolonged period and are failing to adequately take into account future inflation risks, then recent stock and bond market rallies may well prove to be premature and even counterproductive.
It’s Far Too Risky to Assume That the Bottom Is In
https://www.bloomberg.com/opinion/articles/2022-08-02/assume-that-the-bottom-for-us-equities-isn-t-yet-in-despite-the-july-rally
https://www.bloomberg.com/opinion/articles/2022-08-01/a-pivot-won-t-help-the-fed-beat-inflation
The Power of Positive Thinking Returns to Markets
https://www.wsj.com/articles/the-power-of-positive-thinking-returns-to-markets-11659239029
https://www.wsj.com/articles/the-power-of-positive-thinking-returns-to-markets-11659239029