I think the fear is that the easy money situation will evaporate faster than people originally anticipated - should be interesting to see how that plays out.
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I think the fear is that the easy money situation will evaporate faster than people originally anticipated - should be interesting to see how that plays out.
The bond guru Jeff Gundlach is pounding the table for commodities here. He makes a compelling case for the fed always taking the punchbowl away too late.
The narrative for wall street this you could be: "buy hard assets and cryptos"