Two Sided Markets

  • Our Monthly noted markets have been extrapolating trends of late - be they inflation, Fed response, risk asset reaction

  • The Q now is whether they should continue to do so - we suggest not & highlight the Q4's equity start as more two sided

  • Weight of evidence suggests inflation, incl labor & housing is rolling over, we expect the USD to follow & non US to OP.
October 7th, 2022
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