Bulls cannot be happy about this…


Central Banks Stuck Between A Rock And A Hard Place

Monetary policy is likely to be a delicate game—a tightening ahead of schedule can lead to a slowdown, while a delay may mean inflationary expectations getting unhinged, leading to volatility in financial markets and an eventual dip in growth.

Markets Start to Suspect the Fed Has Cold Feet: Bloomberg

A reversal in the 10-year yield and a move back into growth stocks both suggest the growth outlook has deteriorated.

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The Fed Is Trapped and Knows It

The debt crisis is the biggest problem facing the Fed. They are trapped and they know it. Even nominally raising rates has the potential to lead to a crisis across the country. Transitory inflation is a double edged sword.


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