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Conundrum facing investors

@Callum_Thomas
Conundrum facing investors: Steep recession = no more rate hikes, and eventual pivot to easing (but... *recession*) No recession = no rates relief Oh and to make it more complicated, the third option: Inverse goldilocks -mediocre economy -rates stay high(er) --worst of both worlds ---no catharsis, just lame investor portfolio allocations to cash rose to one of the highest readings of the past decade during October. It reflects a change in investor moods, a change in alternatives, and a change in the risk vs return outlook... https://twitter.com/Callum_Thomas/status/1590125539406524417
Conundrum facing investors

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