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china macro

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

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