Inflection Point cover image

Return Of The Bull Market? | Weekly Round Up

Inflection Point

00:00

The Three Body Problem and Liquidity

The market is pricing in for the Fed meeting in July, close to an 80% chance that they do hike. The Bank of England today just raised interest rates by 50 basis points, 0.5%. And the market is pricing that sterling overnight rates get to above 6%. I don't think that is good for good for risk assets and I think liquidity probably will decline.

Play episode from 25:31
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app