Markets Silently Preparing For A 2022-Style Inflationary Shock
Source: SeekingAlpha
2026-05-08 12:19:10 ET
Investment Thesis
Just over a month ago, I wrote that the markets were “ repeating 2025's Tantrum Playbook ” by reacting to every single headline coming out from the Iran war. That call served as the bottom of the March correction. Investors who bought the S&P 500 ( SP500 ) since my call would be up 11-12%....
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Markets Silently Preparing For A 2022-Style Inflationary Shock
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