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Will the Fed Thread the Needle? with Itay Vinik
Bankless
The Impossible Question of Liquidity
Manufacturing is one of the first things to go into contraction territory because that's sensitive and that's already fallen into contraction territory. A recession has always happened when LEI's have been negative for six to eight months, which we've seen now. So it's not as bad as some of those prior recessions, but it's definitely trending negative. And we also have to worry about the debt ceiling,. The treasury is actually spending money they don't have right now. That's going to be a big showdown all on its own. I think that it has a lot of implication on liquidity in general. We need to watch that pretty, pretty carefully as well and how that plays out.
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