Market Sell-Off: What's Next?

Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back

Market Sell-Off: What's Next?


  • The Fed has begun reducing its balance sheet at an annual pace of 11%, which is faster than 2017 and 2019 (the last time they tried to *unsuccessfully* do so).
  • If the Fed eventually pivots, then the current correction may allow opportunistic entry points, especially within tech.
  • Corporates are buying back shares at the fastest pace on record, despite the increasing risk of layoffs if the economy enters in a recession.

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