Inflation Should Not Be The Only Focus

<p>“I don’t think you have really anything that’s fundamental at play, and it’s a lot of technicals.” Anastasia Amoroso commenting on the volatile movements in the market for the past week. She is a strong believer that the market has been overreacting to high frequency data and investors need to reset their expectations on when inflation would subside. Anastasia highlights the fact that U.S. Credit Default Swap (CDS) spreads have not widen out despite the market’s fear of credit stress issues. </p>