macro – The Equity Analyst

Investors appear to be overconfident that inflation will subside and a recession be avoided

Friday 24 February 2023 I believe investors are overconfident in their thinking that inflation is now under control and hence we are likely to see an easing of rates in the next year. If they turn out to be wrong, we may well see markets reverse the gains they have made by the middle ofContinue reading “Investors appear to be overconfident that inflation will subside and a recession be avoided”