• Feb 22, 2023
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  Inflation cooling will make the Fed data dependent, instead of data reactive, and that means vol will fall (both for yields and for equity risk premium), and that's why stocks can rally later - Tom Lee

  
  

  Both sides of the inflation story (energy and housing prices), and that's 60% of core, are deflating. Might print 2% inflation in the summer.
  

  
  

  Hikes have been associated with higher stock prices in many relatable periods. If inflation risk falls yields will fall and equity risk premium will go up.
  

  
  
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  <div>Inflation cooling will make the Fed data dependent, instead of data reactive, and that means vol will fall (both for yields and for equity risk premium), and that's why stocks can rally later - Tom Lee</div><div><br></div><div>Both sides of the inflation story (energy and housing prices), and that's 60% of core, are deflating. Might print 2% inflation in the summer. <br></div><div><br></div><div>Hikes have been associated with higher stock prices in many relatable periods. If inflation risk falls yields will fall and equity risk premium will go up.<br></div><br>

  Inflation cooling will make the Fed data dependent, instead of data reactive, and that means vol will fall (both for yields and for equity risk premium), and that's why stocks can rally later - Tom Lee

  
  

  Both sides of the inflation story (energy and housing prices), and that's 60% of core, are deflating. Might print 2% inflation in the summer.
  

  
  

  Hikes have been associated with higher stock prices in many relatable periods. If inflation risk falls yields will fall and equity risk premium will go up.
  

  
  

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