If you know me and my reports you also know by now that I sometimes post a more macro-specific report - if I spot a point that isn’t covered by the general market or where I see a huge opportunity for contrarian investors. Now I found another one:
As I laid out in yesterday’s weekly report - market participants, as well as major investment banks, project at least 5 rate hikes during 2022.
I think that is not realistic and won’t happen - if that’s true there emerge a few opportunities in the market - especially via trading some macro instruments.
But first - what would be the most likely outcome of 5 rate hikes within this year and what are the macro environment conditions right now. Here you go.