Introduction

The I on the market this year is called the end of the affair and it's about all of the things that have been driving financial markets over the last few years. The cover itself is inspired by the kiosk scene from the movie The Third Man with Joseph Cotton and Orson Welles. We're going to take a look at the leading indicators and what equity markets are pricing in. Inflation will cool enough in the US so the Fed can pause at 5% or so in the spring.