Fair Warning with Mike Wilson of Morgan Stanley, and Breaking News from Brady Cobb
RiskReversal Pod
00:00
Do You Believe Mike Turned Bullish?
The Fed will eventually have to pivot, and I totally agree with you, Danny. It's going to be the stop QT. And I got to cut rates that much. They're going to stop QT because that's the problem. And they'll probably have to do QE at some point. Not tomorrow. There's a lot more pain to come before. Right? The BOE is reversing. RBA only did 25 Polish national bank only did zero. So they're starting, but it doesn't matter because the only bankers did a take to do that. More than it should have. But the reality is is that the Fed is the only central bank in the world that
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