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What's The Global Liquidity Picture Signaling | Weekly Round Up

Inflection Point

00:00

The Fed's Balance Sheet Reversal and the TGA

Last year was one of the greatest withdrawals in liquidity in the last century. It would make sense to me that we mean revert a little bit this year. There's some pain coming, but there's zero probability I'm renewing my lease in 18 months. Now big ass lease. People don't want to come in the office anymore.

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