Inflation, monetary tightening, bottle necks in supplies, pandemic: the possible ingredients of a perfect storm
by Vittorio Carlini
—An American jet on the Truman aircraft carrier off the coast of Croatia (Reuters)
Inflation, monetary tightening, bottle necks in supplies, pandemic: the possible ingredients of a perfect storm
“Fear? The perfect storm ». This was the joke that circulated yesterday among stock market experts. That is, in the face of: more inflation, monetary policy tightening by (above all) the Fed, continuous problems on supply chains, the risk of an economic slowdown and a pandemic that does not let go, the markets fear the possible conflict in Ukraine (a humanitarian tragedy) as the last piece of a possible “perfect storm”.
In this sense it is no coincidence that in the first part …
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