US CPI To Accelerate, While Omicron Adds Color To COVID-19 Wave That Was Already Evident
December 04, 2021 at 14:15 PM EST
At the risk of over-simplifying, there seems to be three sources of dynamism in the investment climate: COVID-19, the Federal Reserve, and market positioning. The last of these is not given its due in market commentary, so let's begin there.
