Halftime Report cover image

Bear Rally or Bottoming? 6/27/22

Halftime Report

00:00

Liquidity Issues

Nearly 20 billion shares change hands, third heaviest day for volume in history. Don't go by friday's liquidity. That was a one time event for the quarter. I'm tumbly out with a note that maybe the markets mistook the bullwhip effect of supply chain for secular inflation. And really the inflation's not as bad, but it just keeps kind of snowballing the at least the perception of it.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app