A common narrative is regularly repeated when it comes to capital markets. The Fed is raising interest rates and tightening monetary policy, which is definitively bad for bonds but should be good for stocks. This may very well be the outcome as the Fed continues to accelerate its tightening cycle and other global central banks get on board. But history suggests that an entirely different outcome is more likely. In the end, how this all plays out over the next few years will depend on two key factors in the underlying economy.
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