Is QE About to Make a Comeback?
Real Vision: Finance & Investing
00:00
The Fed's Explanation of the Recession
If the Fed decides to address this question of deposit flights, they will do it in a very technical way initially. It would de facto be a pretty material rate cut if they decided to just cap the access to the reverse repo facility. Financials, energy and real estate are the ones that I will certainly avoid in my own portfolio after this crisis emerged. You need to see a slide in risk asset prices before you can go all in on that Fed pivot story.
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