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Joseph Wang & Alex Etra: Trillion-Dollar Liquidity Drain Imminent
Forward Guidance
The Market's Pessimistic View on the Fed's Rate Cut Cycle
I think a lot of people are trying to get ahead of basically what they perceive to be the end of the rate hike cycle. If rate cuts are there, maybe not too far afterwards, we could have something like Kiwi. You can always get ahead of yourself in that sense though. Nothing goes straight up. We've seen what happens with these go straight up. I think there is something interesting in that field. I just don't know what the right price is for it.
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