On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "The Crazy Market Rally Explained".
After a sharp decline in markets throughout 2022, many investors were caught off guard by the recent rally in equites. Is the bear market over? Should we expect a rally from here? "Hold your horses" says Alfonso.
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Referenced In The Show:
The Crazy Market Rally Explained: https://themacrocompass.substack.com/p/crazy-market-rally#details
(00:45) The Fed's Neutral Rate
(04:21) Inflation Is Priced To Slow Down Aggressively
(05:55 )Real Rates Are Driving Markets
(10:01) Slaying The Inflation Dragon
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.