Forward Guidance

The Great Liquidity Debate | Michael Howell & Andy Constan

35 snips
Jul 27, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Relationship Between Fed Liquidity and Market Pricing
04:07 • 3min
3
The Simplified Model of Global Liquidity
07:12 • 4min
4
The Fed's Liquidity Injections
11:24 • 1min
5
The Federal Reserve's Liquidity Injections
12:43 • 5min
6
The Decline in Bond Volatility
18:00 • 5min
7
The Fed and the Treasury Getting Together to Flatline Liquidity
23:23 • 6min
8
The Government's Liquidity in a Financial Crisis
29:12 • 2min
9
The Shadow Quantitative Use of Shadow Yield Curve Control
31:27 • 5min
10
The Treasury's Job Isn't the Federal Reserve
36:13 • 5min
11
The Inverted Yield Curve Is a Net Positive for the US Corporate Sector
41:21 • 3min
12
The Fed's Objective in the Bond Market
44:04 • 4min
13
The Importance of Carry in an Inverted Yield Curve
47:57 • 5min
14
The Fed's Decision to Come in on the Debt Crisis
53:01 • 3min
15
The Long-Term Relationship Between the Equity Market and the Bond Market
56:13 • 3min
16
The Bearishness of Stocks
59:10 • 5min
17
The Short, Short Twos and Spoos Trade
01:03:53 • 4min
18
The Fed Reverts to Objective, Bonafide QE
01:07:44 • 3min
19
The Fed's Liquidity Will Expand Over the Next 18 Months
01:10:34 • 2min
20
The Future of Liquidity
01:12:30 • 4min
21
The Dollar's Challenge to the Dollar
01:16:32 • 6min