How Hot is the U.S. Labor Market? With Julian Brigden
Real Vision: Finance & Investing
00:00
The Problem With the Bond Market and the Equity Market
The Fed has been desperately trying for the last year to drain cash out. Will we see ongoing QT start to drain liquidity out of the system? I think if that is the case, you're going to start to see what would be perceived as recessionary price action in the equity market. This is not about fundamentals. It's purely liquidity. And if you doubt me, guys, just think back to COVID, we wrote a piece in March of 2020 when we said, forget the fundamentals, and the fundamentals back then were Maggie, we're all going to die, remember? Yeah. We're allGoingToDie"
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