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Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian
Hidden Forces
The Problem Is the Liquidity Wave Is Governing Outcomes, Not Valuations
The problem is that the fet became so sensitive to financial markets that it put that ahead of other thing. It's a little bit like you fall into the trap of providing candy to your child. Now that it's inflation, the fat cannot do that any more. And that's what the market is recognizing. Look, i am one who have said, no matter what you think of fundamentals, you should continue riting the liquidity wave. I've said this over and over again last year.
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