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Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

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The Reverse Repo Facility and Liquidity Concerns

Last bear, I want to talk real quick about a recent publication from your sub-stack wherein you said, quote, we need to stop talking about interest rates and start talking about balance sheet policy. On QT and liquidity concerns, you mentioned the notion of operation squeeze. The last bear, can you give us a breakdown of operation squeeze? Can you put an offset, the draining effect of QT? Do you think you're rallying?

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