Ryan Lehman, CFA, CAIA “What has fundamentally changed is inflation. Once you bring in an inflation rate of 8.5%, suddenly the ability of the market to hold the Fed hostage dissipates. And that’s what I think the market is starting to realize. This is not the old days. Inflation has fundamentally changed the equation.” -Mohamed [...] The post The Possibility of the “Pivot” appeared first on ETF Trends .