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Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Fed's Future of Liquidity
Banks are curiously absent from the cyclical stocks in the way semiconductor stocks are on fire as our housing stocks, banking stocks, not so much. If you get a yield curve that begins to move more positively, then banks should do pretty well. Michael: It sounds like a lot of at least in the US liquidity that has gone up so far has been for your cop-out phrase, but technical factors. Eventually it will have to do quantitative easing outright true quantitative.
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