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Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
Forward Guidance
The Fed's Soft Landing in the Past
Short term rates are collapsing because the mark is pricing in the fed a cutting drastically. But if the fed does not cut drastically, that won't happen. And also, you got to think about the environment. Will they recant, or will the other part of the market catch up to it? It's how well can the economy stomach these higher rates?
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