Confluence Asset Allocation Quarterly (First Quarter 2023)

Our three-year forecast contains a dynamic economic environment comprising both a normal recession and ensuing recovery. Upon signs of economic fragility, we expect the Fed to suspend its current assertive drive to quell inflation, with the likelihood that policymakers will cease their balance sheet reduction but will not make cuts to the fed funds rate. [...] The post Confluence Asset Allocation Quarterly (First Quarter 2023) appeared first on ETF Trends .