theasisIntroduction I truly believe one of the riskiest situations on the stock market is the one where the market believes "everything is fine." Right now, we could be in such a situation. Inflation, for example, is one of the most important economic indicators the market is watching. Especially after the inflation surge of 2021, inflation has been the single-most watched macro number. Right now, inflation expectations are low. Using New York Fed numbers, inflation expectations haven't been this low si ...