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Liquidity Has Fallen Off A Cliff | Joseph Wang & Michael Howell
Forward Guidance
Fed Balance Sheets - Is That Really Realistic?
Joseph, do you think the 95 billion dollarm maximum roll off that the fed aims to get to within three months will be sufficient to drain a to moderate inflation? I mean, how much did the fed balance go up during march and april 20 20? A lot more than 95 billion. And i people har got to start thinking about one of the asset classes that you need to hold in an environment where central banks are the major players, or a or continue to be major players in market. But it doesn't seem like the gold is yor ponding to what we see right right now though. They seem to just fall. Do you think the market hasn't woken up yet
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