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Wait, Inflation Is Going To Start RISING Again This Summer? | Jim Bianco

Wealthion - Be Financially Resilient

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The Future of Liquidity

The Fed's balance sheet is going to continue to demand a lot of money from the financial system. I don't think that the RRP is going to have an effect on liquidity, and so therefore we're probably going to see some reductions in liquidity. If you do break out the stock market, it's been the most concentrated rally that we've probably ever seen where eight stocks accounted for all of it. In fact, half of it is basically two stocks: Nividia and Apple.

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