We’re living in a world of ‘all-time high’ asset prices. And now, rising wages, too.
Are these the new Roaring 20’s?
Will we enjoy a prolonged period of prosperity from here?
Or is the current party not sustainable?
Pre-eminent macro analyst Stephanie Pomboy is highly confident a painful reckoning awaits dead ahead.
In particular, she expects interest rates to start rising soon — regardless of the Fed’s plans.
Rising rates are pure kryptonite to thekind of over-leveraged economy & over-inflated asset prices we have now.
In this interview, Stephanie shares her projections for what lies ahead and how she is positioning prudently for it now.