Lindsay Politi on the Silicon Valley Bank Fall-Out, Duration Bubbles and Inflation
Macro Hive Conversations With Bilal Hafeez
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Is the QE Ending a Durability Bubble?
Lindsay: Silicon Valley and crisis need to be taken in context of decade of QE that preceded it. The ending of QE is bursting what I'm calling a duration bubble, she says. Lindsay: We're going to see little blips of this. And I think probably Silicon Valley bank hopefully is getting resolved relatively quickly but will probably not be the last hiccup of this nature as this broad unwind happens.
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