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The Great Liquidity Debate | Michael Howell & Andy Constan
Forward Guidance
The Bull Case for Equities and Inflation Outlook
Michael believes that inflation coming down is key for the equity market. While he is concerned about medium-term inflation volatility, he expects inflation to decrease over the next two to three years. He also suggests that the Federal Reserve will likely participate in expanding liquidity, possibly through non-explicit quantitative easing. He is optimistic that global liquidity is increasing, which will have a positive impact on the markets.
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