Surveillance: Powell Crushes Pivot Hopes, BOE Hikes
Bloomberg Surveillance
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The Liquidity Side of the Conversation
A lot of investors started their years underweight those asset classes. The question is, how much liquidity did they kind of preserve or put on hand at the beginning of the year? I do think that the Fed governors end up saying over the next few weeks is going to be important. With a terminal rate well above 5%, we're going to be very focused on the conversation around lag effects and the appropriate pace of tightening.
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