
: Do Stocks or Bonds Have it Right? Plus “Big Short” Investor Steve Eisman 3/15/23
CNBC's "Fast Money"
00:00
Credit Suisse
I'm very concerned by the move in the dollar in the last couple days. And for risk assets, it's an awful backdrop. I think we have an incredible tension right between the economic data that has looked very, very strong up until very recently. The Fed is looking at that and then you have the financial side of the economy that looks like something extremely bad is happening. How do they balance that? Because inflation is above the target. Every time there's financial instability, it just cut rates, generate liquidity,. much, much harder right now.
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