Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
Thoughtful Money with Adam Taggart
Liquidity Outlook and Risk Assets
This chapter discusses the liquidity outlook for next year and its impact on risk assets like stocks and oil. The speaker explains the relationship between excess liquidity and risk assets, highlighting how the actions of the Fed have influenced liquidity conditions. The chapter also explores the potential for liquidity tailwinds in the coming months and the difficulty for risk assets to significantly decline.
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