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Archives for December 2021

December 18, 2021 By Asi de Silva

Peak Market Uncertainty in 2022

We face peak market uncertainty in 2022 as rate hikes give way to 2021’s easy liquidy. The Fed will stop expanding the balance sheet by March 2022 and it plans three rate hikes next year. This assumes core inflation falling sharply, whereas we see core inflation staying high even as headline inflation eases next year. […]

Filed Under: Blog, News, The Dispatch Tagged With: bitcoin pricing model, bond yield, buybacks, CAPE ratio, central bank liquidity, china equities, China Junk bonds, china macro, China policy, China RE policy, crypto adoption, crypto outlook, equity valuations, Evergrande, fund inflows, insider selling, options activity, retail speculation, yield curve

December 4, 2021 By Asi de Silva

Fed follows Biden on Inflation

The Fed follows Biden on inflation with Chair Jay Powell articulating a faster taper this week. There has not been any new material inflation data since the Fed announced gradual taper plans, but the Biden administration has pivoted to an inflation focus. However, with rising inflation, high valuations and policy rates near zero, we are […]

Filed Under: The Dispatch Tagged With: BadgerDAO, bitcoin adoption, bitcoin ETF, Bitcoin loans, bond volatility, Chevron, coal, consumer confidence, covid breakthrough, covid lockdown, covid vaccines, crypto adoption, crypto hack, Defi exploit, energy capex, energy divestment, energy privatization, energy transition, Eric Balchunas, Exxon, Fed taper, gas fee, inflation, interest rate hke, Jay Powell, move index, Omicron, used auto prices, yield curve

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