Interesting video on the tough position the Fed is in. If they sell their assets and have interest rates go up to fast there is a high risk is they miss. There are some extreme conversations on this but there seems to be a lot of head wins where to put your money.
Crash the Stock Market or Stop Inflation: The Fed's Dangerous Predicament | George Gammon
The Bond King Gundlach interview. He talks about Robert Shiller's noble prize winner the Shiller pe cape ratios are 35 which is double the rest of the works. Please note 8 out 10 times within 6 days the market crash’s into a recession when the yield curve inverts which means the long-term bonds pay lower rates than lower rates. This is exactly what happened in Oct 2019 and then the crash in March 2019.
We have negative real yields of 6.8% means people are losing at least that. Europe calculates the cpi inflation for the US is 7.8%.
Those in bonds/ bond funds will get hurt and so will people in the market.
How the yield curve is sending a recession 'signal': Jeffrey Gundlach