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Global Value and Income Dispatch

What if the Fed has inflation completely wrong? 

  • Robert Hordon
14 Apr 2019
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View PDF   Download PDF  
  • In the fourth quarter of 2018, global equities fell more than 13% percent, only to rise 11% by the end of February.
  • From our perspective, the events of the fourth quarter were largely a crisis of confidence in policy makers around the world, on key areas of concern ranging from Brexit to US/China trade relations.
  • But, arguably, the most important contributor to the market’s nervous breakdown at the end of 2018 was the Fed.
     

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