
Macro Mondays #58 - What will Kamalanomics look like?
Macro Mondays
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Kamala Harris's Interest in Venn Diagrams and Future Market Liquidity
This chapter explores Kamala Harris's fascination with Venn diagrams and their applications in various contexts, contrasting their unique approach with her interest. It then delves into the macroeconomic landscape for the next 12 to 18 months, discussing market positioning, triggers for market shifts, and liquidity conditions. The discussion also covers recent sell-offs in technology and consumer sectors, the impact on market liquidity, and the sensitivity of cryptocurrencies to liquidity improvements due to factors like the Treasury general account depletion.
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