The following is an excerpt from Weiss’ newest recurring market commentary, Jordi’s Journal, which focuses on timely thoughts and musings on the financial markets.
A full copy of the piece is available here.
“Given that investors seem so dogmatic in their views that the Fed will not move regardless of the coming economic strength, I wonder if, instead, the real risk is the Fed does not move despite record economic strength and the market decides this is a mistake. This would not be the