January War Room: Fed Roulette
The January War Room discusses investor pessimism despite rising 10-year yields and crude oil prices, focusing on whether the Federal Reserve's efforts to control 7% inflation without causing a recession are fully priced in, the peak of inflation, the decline of banks amid rising rates, and the potential end of the NASDAQ’s 10% downturn.
With 10-year yields and crude oil now at pre-pandemic highs, you'd guess investors would be more optimistic in the new year, but that's not the case. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation—without setting off the recessionary tripwires.
- Is the Fed action priced in, or will it trigger a further sell off?
- Has inflation peaked?
- Why are banks tanking as rates rise?
Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.