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Fed policy could trigger a reset in markets, Callum Thomas warns

Fed policy could trigger a reset in markets, Callum Thomas warns
Fed hikes near extremes for markets

Callum Thomas suggests that the Federal Reserve is nearing the end stages of its interest rate hiking cycle. He notes that further rate increases will likely push investor positioning and market valuations to historical extremes.

Thomas indicates that, based on historical patterns, such conditions have typically led to a significant reset in financial markets.

Earlier, Thomas noted that the total return of the TLT bond ETF, when adjusted for CPI and interest, was approaching its inception level, reflecting the impact of inflation adjustments on fixed income returns (link). He also reported that the U.S. stock market recently lost its position as the world's most expensive, now ranking second globally (link). These observations highlight Thomas’s continued coverage of major shifts in asset valuations.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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