Don’t Wait For Fed: Fed Raising rates 48% of periods since 1954 and equities often turn 6M before last “hike”

Investors remain broadly cautious on equities. This is completely understandable given the carnage in markets this year, along with the great uncertainties associated with the trifecta of rising inflation, Russia-Ukraine war and “negative shocks” delivered by Fed hawkish policy. But as a counterpoint, one can be constructive if one believes some combination of below:

inflation proves to be less “sticky”economic resilience is better than feared (“growth scare” not recession)US eco...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 2/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Events

Trending tickers in our research