Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
The Fed's Tightening Cycle and the Recession
The shift from consumer corporate balance sheets to government balance, central banks that happened 13 years ago are now coming full circle. The Fed's tightening into a clear and present massive global slowdown. All the recessions, including today, we have banks that are aggressively tightening lending standards. And so you're compounding of raising rates with a broad-based increase in inflation.
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