Fiscal outlook - VP April 2024 Big Picture Discussion
blog.variantperception.com
This post is an excerpt from our April 7, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from April 2024 Big Picture discussion: Investors now view inflation as the “biggest tail risk”, but leading data is telling a different story, aligning more with a “mini inflation scare” scenario. We view fading fiscal stimulus as the actual greatest risk over the next 6-12 months, with upcoming April tax receipts as a key sign post.
Fiscal outlook - VP April 2024 Big Picture Discussion
Fiscal outlook - VP April 2024 Big Picture…
Fiscal outlook - VP April 2024 Big Picture Discussion
This post is an excerpt from our April 7, 2024 market discussion video to VP clients. The full length, original video can be viewed here. Highlights from April 2024 Big Picture discussion: Investors now view inflation as the “biggest tail risk”, but leading data is telling a different story, aligning more with a “mini inflation scare” scenario. We view fading fiscal stimulus as the actual greatest risk over the next 6-12 months, with upcoming April tax receipts as a key sign post.