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Daily Briefing: The Roaring Twenties:Inflation, Equity Melt-Ups, and Extreme Bond Pain

by Tyler Durden Wednesday, Apr 07, 2021 - 03:00 PM Jared Dillian, publisher of The Daily Dirtnap, returns to the Daily Briefing to update Real Vision’s Jack Farley on how America’s red-hot economy is precipitating wage inflation alongside monetary and fiscal stimulus, worth trillions of dollars, which shows no sign of slowing. Dillian argues that this booming reflationary environment will be hostile to bonds but could lead to a “melt-up” in U.S. equity indexes as value stocks surge and growth stocks remain at hold their own. Lastly, Dillian and Farley cover gold, retail leverage, and the Federal Reserve’s release of its minutes from the FOMC’s meeting in March.

Daily Briefing: Twilight of the 60/40 Portfolio: Boomers, Bonds, and Bitcoin

Daily Briefing: Twilight of the 60/40 Portfolio: Boomers, Bonds, and Bitcoin
zerohedge.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zerohedge.com Daily Mail and Mail on Sunday newspapers.

Daily Briefing: Archegos Unwinds as S&P 500 Flirts with 4000

Daily Briefing: Archegos Unwinds as S&P 500 Flirts with 4000
zerohedge.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zerohedge.com Daily Mail and Mail on Sunday newspapers.

Daily Briefing: Europe s Vaccine Rejection, Airlines Day in the Sun, and the Tesla Technoking

Daily Briefing: Europe s Vaccine Rejection, Airlines Day in the Sun, and the Tesla Technoking
zerohedge.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zerohedge.com Daily Mail and Mail on Sunday newspapers.

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