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Danger Remains Elevated, Easing Still Unlikely

The ongoing tug-of-war that I have been discussing since the beginning of the year seems to have tilted towards “all is good.” Smooth sailing ahead. The banking crisis has been averted. The Fed will have to end its hiking cycle and return to accommodation. The economy and corporate profits will withstand any challenges and remain resilient while inflation keeps falling right to the magic 2% target without any further policy action required. Crush the VIX and aggressively shift back to higher

The ongoing tug-of-war that I have been discussing since the beginning of the year seems to have tilted towards “all is good.” Smooth sailing ahead. The banking crisis has been averted. The Fed will have to end its hiking cycle and return to accommodation. The economy and corporate profits will withstand any challenges and remain resilient while inflation keeps falling right to the magic 2% target without any further policy action required. Crush the VIX and aggressively shift back to higher-multiple Technology and other growth-related areas because a new bull has started.

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