The Fed is Sticking to Higher for Longer
Real Vision: Finance & Investing
00:00
The Dollar Liquidity Outlook
Dariusz Kowalczyk: There's a real wild card as it relates to risk taking in the first half of next year. Buy side is still very much net short. Respirity short treasuries across the curve, short stocks. That thing is de facto QE waiting to be unleashed upon global financial markets whenever the market has confidence that the Fed is according to Jay Powell's statement today have received more evidence in disinflation.
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