The Risk of Speculative Games: Disinflation and Stock Market Outlook for 2024
2023-12-17 23:02:55 Disinflation is on the rise and with it, the risk of speculative games heating up. Long rates have fallen by 0.7 to 0.9 basis points since their peaks in October, reflecting the anticipation of an upcoming relaxation of monetary policy, and the stock markets have recovered with a vengeance. They have jumped more … Read more