Tomorrow is my first full day back at work after a week of leave with family; I am slowly easing myself into my regular routine.
There are so many crosscurrents that I thought a few “food for thought” questions might help the process. These are meaty issues, some of which I hope to address in greater detail in the coming weeks.
1. Bear Market: Recessions usually see Bear markets accompany them, but not always. The New York Times chart above shows the history of the two. Our first question: Will this Bear bring on a recession?
2. Inflation: Are we near peak inflation? Will the bite on consumers slow consumption, and therefore prices? Does the worlds return to the Deflationary regime anytime soon? Does the FOMC believe inflation is monetarily based? Do they think rates are the driver?
3. Bonds: What are the ramifications of the bond bull market,