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US Fed and new stimulus plans make inflation great again

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

The blue wave will rock your world

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

Return of the king

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

Blue wave is going to hit where it really hurts...right in the market darlings!

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

Road to reflation started with stimulus and likely to end with currency debasement

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

FOGO (Fear Of Getting Out) is a real problem...it is not just a flu!

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

Bonds moving on reflation while Equities moving on hope

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

Reflation is going to run over slowing global growth

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

If you price equities like junk bonds, expect them to trade like that too

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics

2021: When FOMO meets reality

Mathan Somasundaram
Mathan Somasundaram
Deep Data Analytics