Per interest rates I'd love to see the Fed rip the bandaid off with 2% increase over the next 18 months but it wont happen. We cant have these government communist freebees with higher interest rates. Keep the rates low and the government can borrow money almost for free.
Per inflation it's an event few saw coming but those in our inner circles were very aware of inflation coming. Why did I pound the table so hard on oil almost 2 years ago and have stayed with it? Pretty simple but the economist never saw it coming.
The inflation cycle will start to slack off soon but not fully subside. All the price increases coming at us will NOT hold the market up.. I'll say it again, we are heading into a traders market that few have seen or experienced.
Traders market means trade trade trade
The wage increases will offset the prices increases. It's a constant game.
Per the Japanese theme, I mentioned it a few months ago.