The #Fed clearly has a ton of work to do yet and #forecasts of the “terminal rate” increasingly seem much too low. Real Fed #Funds still near-historically negative while the jobs #market is RED HOT. https://t.co/U8m4X3V6Wv
Thinking about how to position your #portfolio for the rest of the year? Watch the replay of RBA’s market #update to learn how to navigate this unusual market environment:
https://t.co/iptpulKuuN https://t.co/0QXhPiIp71
The #Fed clearly hasn’t tightened enough. “Free money” fueled speculation, meme-stock mania, and gross misallocations of #capital all continue unabated. (Chart: @Bloomberg) https://t.co/PaKualFa3l
