
The Next Big Trade - Alex Gurevich Is Playing the Long Game
Real Vision: Finance & Investing
00:00
Is the Current Inflation a Product of Aneconomic Conditions?
The current policy ofproch on was, to me, befolowing. It reflected that me having liked yo little straggle navigating markets,. Because i just did not really see that path. I didn't see why they would raise rates. And by he way, reduction and balance had started even before the actual reduction started. Once we have inflation so relative to asmonitary basis and fleeting, once they staperd tan stopped buying mo bons, balance sheets started to be nominally small and smallar portion of the ddepe. Now? Very rapid rise of interstraits. We had e reduction of balance sheet. But it's a complex issue, but down with
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