The problem with the worlds economies reopening now is the stock markets already priced in the reopening over the past year with lower inflation numbers and massive QE.
How do the markets avoid hitting this inflation wall?
Fed says it's "transitory", is there enough QE left to jump this wall?
How does one chart "transition" with indicators?
Ever chart I pull up is overbought, has to much debt and highly speculative based on future earnings.
Leverage is at an all time high along with the S&P.
Yields are approaching the limit they will stretch.
How do the markets avoid hitting this inflation wall?
Fed says it's "transitory", is there enough QE left to jump this wall?
How does one chart "transition" with indicators?
Ever chart I pull up is overbought, has to much debt and highly speculative based on future earnings.
Leverage is at an all time high along with the S&P.
Yields are approaching the limit they will stretch.