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Transcript
Chapters
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Why does liquidity matter?
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What happened in Q4 2019?
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How large was that cash injection on a relative basis?
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What was the global impact from the Fed action?
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What’s happening at other global central banks now?
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Are these just Chinese Lunar New Year effects?
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What are the likely impacts of the latest influx of liquidity?
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What historical period does this moment most resemble?
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What region has the most upside right now?
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What currencies do you think will benefit?
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Will the Fed withdraw liquidity if markets rally?
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How can central banks exit without blowing up the system?
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What’s your outlook for the 10 Year U.S. Treasury?
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Is this a precursor to additional rounds of QE?
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What happens if European yields rise faster than GDP grows?
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How might investors trade your thesis?
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What are your final takeaways?