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The Great Liquidity Debate | Michael Howell & Andy Constan

Forward Guidance

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The Fed's Liquidity Will Expand Over the Next 18 Months

Michael Bociurkiw: My bull case and equities depend somewhat on there being a soft landing economically. But I think over the period we're talking about, inflation will come down and that may be a positive surprise. He says he thinks liquidity is going up, globalLiquidity is going up. And I think that's the positive for markets.

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