Yield Hunting Newsletter | April 2024 | Feeling Like The 90's Again
Summary
The current market conditions resemble the mid-to-late 90s, with similarities in the AI movement and moderating inflation to the dotcom boom.
Inflation is still trending downward, but the question is how long it will take for the Fed to feel comfortable enough to cut rates.
The largest risk we face today is the upside inflation pressure that is mat…
