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Market And Tech Outlook For 2022

Bloomberg Intelligence

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Do I Stick With That Cyclical Trade?

We're expecting three quarter point ratehiks over the course of next year. But suppose inflation is an even bigger problem than we think it is. Does that mean maybe the fed is going to shift from quantitative easing to quantitative tightening, shrinking its balance sheet? And maybe instead of quarter point rate hikes, maybe the feds thinking about 50 basis point rate ikes in order to sort of catch up from behind the curve? I don't know the answer to those questions, but that's part of the uncertainty and the volatility that that potentialy is in store for us over theCourse of calendar 22.

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