Decoding Debt and Liquidity Risks

This chapter examines the flaws in the Federal Reserve's predictions, focusing on the critical debt to liquidity ratio as an indicator of economic risk. It discusses the potential for a liquidity crisis due to quantitative tightening and rising corporate debt refinancing pressures. The chapter also addresses the implications of current liquidity trends and the role of the repo market in maintaining financial stability.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app