Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The Fed's Strategy for Quantitative Tightening
I think we're going to have a tricky summer, at least in the US. We have a lot of treasuries we need to sell. From a liquidity point of view, I would hazard we have seen this is the tail end and maybe China is the last shoe to drop on this sort of over printing or covert printing. No, especially for some of those smaller larger mega caps,. The sort of smaller subset of the S&P 500. None of those really you are not going to talk about Nvidia, but you already know. You already know it doesn't make sense.
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