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Re-acceleration, but for how long?

pro.creditwritedowns.com

Re-acceleration, but for how long?

Edward Harrison
Apr 25, 2019
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Re-acceleration, but for how long?

pro.creditwritedowns.com

After the Fed overtightened in 2018, it reversed course abruptly. And risk assets have cheered the Fed's volte face with a V-shaped surge to new highs. And, coincidentally (since Fed policy acts with a lag), the economic data have turned up at the same time. In the US, it is the best of times right now. But for how long?

I think I will actually leave tha…

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