The Market Huddle
MH+ Ep.32 Navigating The FED’s Impact on Global Markets (guest: Aidan Garrib)
Mar 27, 2024
Head of Global Macro Strategy at PGM Global, Aidan Garrib, joins in a discussion on the FED's impact on global markets, inflation, and strategic maneuvering in the global oil market. They also analyze stock market metrics, quantitative easing's impact, navigating inflation, and brokerage firm services for global market analysis.
41:14
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Quick takeaways
- Fed's balance sheet impacts liquidity driving risk asset prices and market uptrend.
- Russian oil disruptions create geopolitical implications and investment opportunities in tankers and refineries.
Deep dives
Fed's Liquidity Impact on Market Trends
Liquidity, as influenced by the Fed's balance sheet, plays a crucial role in driving risk asset prices. Despite quantitative tightening, liquidity conditions have been on the rise, leading to the relentless uptrend in markets. This surge in liquidity could continue fueling the market until potential risks to liquidity emerge down the line.
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