With 5y5y inflation expectations breaking out to new highs, the Fed's preferred scorecard shows they aren't taking the inflation breakout seriously enough. Keep selling stocks and bonds until they do.
Current Portfolio - The Fed is Failing
Current Portfolio - The Fed is Failing
Current Portfolio - The Fed is Failing
With 5y5y inflation expectations breaking out to new highs, the Fed's preferred scorecard shows they aren't taking the inflation breakout seriously enough. Keep selling stocks and bonds until they do.