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“Nightmare Scenario” For The Fed | Felix Jauvin
Forward Guidance
You're a Great Buy, but You Think They'll Crash?
If we assume that something occurs on the long-hand that brings the Federal Reserve in, that's going to ease liquidity conditions. So with that happening, then it makes sense to be a buyer of equity just to chase those tailwinds of a further upside drive by liquidity. If they don't do that, then there's a lot of arguments who made that equities don't make sense here,. especially when you could go to the short end and get a pretty decent, you know, 4% yield on your cash there. That makes a ton more sense to sit there and write out the storm than go into buy equities.
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