Re: Inflation-"Ride of the Volkyries" Thoughts.

Just read Zoltan Pozsar's excellent piece dated 5/13/22 and it corroborates a lot of my own views. Here are my thoughts.

-Overton Window has shifted from protecting asset values to creating demand destruction via recession if necessary to tame inflation.

-Those expecting a quick return to QE are going to get rug-pulled.

-He quotes Bill Dudley: "one way or another, to get inflation under control, the Fed will need to push BOND YIELDS HIGHER and STOCK PRICES LOWER." (emphasi…