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…