Behind The Markets Podcast: Trevor Greetham
Behind the Markets Podcast
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Stocks vs Bonds - What's the Difference?
Is this a short-term liquidity problem where we're end up buying the dip? Or is this the sign that this 12, 18 months of interest rate rises are starting to take effect and it broadens out into an economic problem? It will take weeks before we know. The macro data we're seeing now is stale. It's from before. We'll have to wait to see things like the quarterly senior loan officer survey in April. I think the markets will stay choppy for a while. They could end up going to new highs if this is something that the central banks control through their liquidity provision - which is exactly what happened with the LDI crisis. At some point, the central
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