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Nov 05 2021

Fed Taper—Not A Policy Error

  • Nov 5, 2021

We believe concerns about central-bank policy error are mostly a foreign issue, because they have moved much more aggressively than the Fed. The market has shown no indication of a Fed-policy mistake and we are still on board with the reflation trade.


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About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager