Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
Macro Hive Conversations With Bilal Hafeez
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Is There a Catalyst That Forces People to Need Cash?
In the housing market, at higher interest rates, people don't really want to buy. With illiquidity, you can just get very disparate prices in different parts of the U.S., he says. "It's not a credit issue, which is really kind of different in terms of its dynamics"
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