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“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang
Forward Guidance
The Role of Bank Reserves in Inflation
Bank reserves in the banking system are falling at a 28 annualized rate. A lot of this liquidity was channeled into financial markets rather than a real economy. As the federal reserve comes and pulls this liquidity out My view is that this is going to impact financial assets first and more aggressively as compared to the real economy.
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