One thing I'll say about the macro economy, particularly around...

One thing I'll say about the macro economy, particularly around "Fed's accelerated tapering/ interest rate increase" and "Chinese real property crash" is that they are somewhat mutually exclusive. So I guess you have 1 less thing to worry about.

If the Chinese market tanked, you'll see the oil prices along with iron ore and timber going down with it. Thereby resolving our inflation issue, and as a consequence, the Fed do not need to worry about rate increase so soon. They probably could stick to the 2023 original deadline.

My guess on the outcome of the meeting tonight is the Fed will increase the tapering to $30B instead of the current $15B, while maintaining the interest rate the same. Which will see the asset buying ending in March 2022, by then with any luck the inflation would have been on the way down.