This scenario could play out if these conditions are met:
1. Inflation comes down slowly forcing the FED to remain hawkish for a longer period of time.
2. Quantitative Tightening remains in place as planned untill the FED reaches it's target.
3. The US political environment worsens and a more radical president is elected in 2025.
You will own nothing and be happy.
Cheers.
1. Inflation comes down slowly forcing the FED to remain hawkish for a longer period of time.
2. Quantitative Tightening remains in place as planned untill the FED reaches it's target.
3. The US political environment worsens and a more radical president is elected in 2025.
You will own nothing and be happy.
Cheers.