Powell the Volatility Dampener...But for How Long?
3circleinvestments.substack.com
Covering risk-off bets was the right idea ahead of Powell but now that he's finished, and financial conditions have eased, he will soon have to hawk it up again to bring inflation down. But when?
Powell the Volatility Dampener...But for How Long?
Powell the Volatility Dampener...But for How…
Powell the Volatility Dampener...But for How Long?
Covering risk-off bets was the right idea ahead of Powell but now that he's finished, and financial conditions have eased, he will soon have to hawk it up again to bring inflation down. But when?