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Rabbit Hole Recap #222: Liquidity is drying up

Rabbit Hole Recap

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The I Shares the I-Box Corporate Bond ETF Is Not the Real Corporate Bond Market

The big question to markets right now is the Fed with its significant rate hikes in recent months throughout this year. When do they pivot back to a more dovish policy? It's either when inflation gets down around their 2% target or something breaks structurally in the credit market. The alarm bells will ring first, and we may be seeing early warning signs that the Fed is beginning to break things in the creditmarket.

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