I think there will be a scare over the next variant but two years in it seems like we are on track. I think the pandemic will be declared over in 2023. In the

I think there will be a scare over the next variant but two years in it seems like we are on track. I think the pandemic will be declared over in 2023. In the US, with a pandemic end in view and the Fed raising rates the Fed's balance sheet will become a major narrative https://fred.stlouisfed.org/series/WALCL https://fred.stlouisfed.org/series/WALCL We will have to start thinking about the end of the "everything bubble" and the realization of the massive economic hang over from so much stimulus. That is so 6 months from now at least though. Tonight we party like its 1999.