The bulls are focused on the declining inflation and a Fed on pause; the bears are focused on growth that may be falling even faster than expected
With declining inflation we wil see how much of the growth was due to rising inflation itself.
In the first paragraph, I think you meant to say they should be negatively correlated:
"In a world where growth is the concern, and inflation is not, stocks and bonds are **positively** (negatively?) correlated."
With declining inflation we wil see how much of the growth was due to rising inflation itself.
In the first paragraph, I think you meant to say they should be negatively correlated:
"In a world where growth is the concern, and inflation is not, stocks and bonds are **positively** (negatively?) correlated."