To What Degree Is Omicron a Threat to the Economic Recovery?
Real Vision: Finance & Investing
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The Fed's Balance Sheet Tightening, Q2
liquidity in the us is likely to be net negative next year because of the interaction between the treasure general account and the federal reserve balance. And so i kind of all roads point to, you know, late c one, when the market word have a real good sense of where are we slowing from a grow perspective. What we've been calling for in our researches e potential for convergen straight mostly out of the function of the of the fact that the options market got too barish on risk astets too soon. We're not on the point of the process where netities inflecting negative. The first career we hade the risk manage is potential. Take it much further than you
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