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The Fed Really Wants to Take the Punch Bowl Away
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The Fed Really Wants to Take the Punch Bowl Away

Powell & Company want to kybosh this speculative equity market rally

David Rosenberg's avatar
David Rosenberg
Jan 18, 2024
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Early Morning with Dave
Early Morning with Dave
The Fed Really Wants to Take the Punch Bowl Away
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Highlights

• For risk assets, the Fed is not your friend

• Consumers ditch weeknight fun as “resiliency” wanes

• Global fixed income set to benefit from Chinese deflation

• Businesses say that inflation is back to normal

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