English to German Bus/Financial Investment / Securities

I also find it difficult to get too depressed against a background of strong economic data and continued corporate earnings growth, although high expectations here do create their own risks, particularly around future earnings disappointments. But perhaps the real question that I ask myself is whether the possible negative factors identified above – overly-rapid Fed rate hikes, tech regulation, and trade tensions – should also be seen as simply part of this shift back to a more typical world, where economic policy is not focused entirely on the monetary angle, or are instead more existential threats. History casts a long shadow here: as we all know, Fed rate hiking during the exuberance of the 1920s was followed by market and economic collapse and also an increasingly fragmented global trade regime.

Although it is crucial to watch the development of inflation, I find it difficult to believe that the Fed will be ***caught out** this time around.


Bisherige Ideen:

a) Zwar kommt es entscheidend darauf an, die Inflationsentwicklung im Blick zu behalten, doch ich rechne nicht damit, dass die Fed dieses Mal auf dem falschen Fuß erwischt wird.

b) Zwar kommt es entscheidend darauf an, die Inflationsentwicklung im Blick zu behalten, doch ich rechne nicht damit, dass die Fed es dieses Mal mit den Zinserhöhungen übertreibt.

Was meint ihr?