Institutional Investors Positioned for Recession. Where Is the Fed Put?

Institutional equity investors have positioned for a recession…which means?
It is an understatement to say equities have been treacherous so far in 2022. It has been a cascade of scary developments from:

  • runaway inflation fears
  • Fed becoming hawkish
  • WWIII risks
  • “market top” calls
  • “yield curve about to invert” calls

Perhaps the “darkest” report is the following headline, shared by @DougKass on twitter from another sellside firm.

on March 4, 2022this firm placed 10% odds of a “...

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