Breaking Down The FOMC December Minutes

The Fed is already actively discussing shrinking the balance sheet showing they are serious about being hawkish, and stocks dropped as a result, says Tom Essaye of The Sevens Report. Transition in Fed policy will be the biggest influence on the markets in 2022, he adds. We have to reset our expectations down towards a more historical high single-digit, low double-digit return, and expect volatility along the way, he explains. He discusses interest rates, inflation, and the supply chain constraints.

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05 Jan 2022

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