On stagflation, I think it’s a risk, not the base case. If Brent crude oil stays high while growth slows, the Fed gets stuck — that’s the real concern. But demand destruction or policy moves could still cap oil, so I’m watching energy closely rather than positioning aggressively for stagflation.
As for the market, I don’t see a clean bottom yet — more of a headline-driven range. Rallies can be fast but fragile, so I’m trading tactically, taking profits quicker, and staying flexible.
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- bouncee·03-25 18:12TOPAdapting is key! Fast reactions beat deep analysis in this volatility. [666]1Report