Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The Fed Says It's a Soft Landing or No Landing
The reverse repo pulling is the thing that's happening right now to refill the TGA. That doesn't really affect open markets as much as the selling we're mentioning. I think at some point in the summer, we're going to see a liquidity drain. People are begging for a soft landing or no landing. So rates higher for longer. Forget about the lag impact. The other asset classes, Stuart, that we're already seeing X, the S&P just take that off your list for a second.
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