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Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
Hidden Forces
Is There Risk Absorption in the System?
Very few are comfortable taking on the momentum trade. That's why we have seen equities recover even though inflation is seven%. And what the other thing people have discovered is that we lack inherent liquidity. I was talking to some one who told me that they had difficulty trading microsoft, that when the paradime changes at that moment, there isn't risk absorption in the system. i think we have to get used to the fact that when the liquidity goes out, we are going to have a lot more volatility," he says.
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