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4min chapter
Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
Forward Guidance
The Real Trigger for Vix, Equity Market Volatility
The real trigger for vix, equity market vol, is a recession coming. The last time you saw that degree of persistence, you basically saw vulkar in the fed. I think they're going to there, going to focus on getting inflation down and concentrating now on on tightening over the next six months pretty aggressively. Michael Schulder: Maybe he won't have to go for valker, because he is also withdrawing luquidity at such a rapid rate as your indicators suggest.
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