Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
RiskReversal Pod
00:00
The Fed's Negative Position on Liquidity
You don't need inflation even go up to maintain a hawkish stance, right? If it just stays where it is. And I thought he did a fine job on the press conference. We said, listen, I got two more jobs reports. I got two CPI numbers are going to be coming out before I have to make any other decision. So basically F off. That's the answer. It wasn't you didn't give you anything. They continued on wind their balance sheet.We'll get an update tonight. I'm curious to watch as we go below eight trillion over the next kind of month and a half. Like again, we're draining liquidity out of the market. The
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