02-10-2021, 05:21 PM
It's hard to imagine the FED tightens in any meaningful way until 2022. I am going to be surprised if the economy hits any of the growth targets from a few quarters ago that were projected for later this year. I'll stand by while the stock market bulls rationalize it all away for awhile longer. 
It's not hard to imagine bond yields rising some tough unless the Fed interferes. It doesn't appear much of the new stimulus is being allocated on anything leading to increased productivity, job growth etc. Retail won't be complaining for now though.
It's not hard to imagine bond yields rising some tough unless the Fed interferes. It doesn't appear much of the new stimulus is being allocated on anything leading to increased productivity, job growth etc. Retail won't be complaining for now though.