The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Thoughtful Money with Adam Taggart
Navigating Liquidity Flows and Monetary Policy Impact
The chapter explores the shift in liquidity flows and the unexpected impact of positive net liquidity coming to an end despite bearish expectations. Discussions include the Federal Reserve's actions, quantitative tightening effects, challenges in funding, rate volatility, and the significant loosening of financial conditions. There is a focus on the relationship between monetary policy, inflation, and bonds, with insights on market rally drivers, inflation predictions, leading indicators, and the potential re-pricing of assets amid anticipated inflationary changes.
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