How might the Fed pivot?
What lessons can we learn from the last hiking cycle from 2016 to 2019? Where do we stand regarding inflation expectations, domestic investment, unemployment, yield curve and economic growth?
Two quick announcements before we dive in:
1. I have recorded podcast versions of the following articles:
The Demographic Deflation Bomb is ticking
From BioPharma to Industrial Biotech
Both of these are freely available on Spotify for now to give you taste. Going forward, I will likely offer podcast versions of my articles as premium features. Here is a man…