US net liquidity has been rangebound, chopping sideways since late-April 2022.
There is no reason to have high expectations for US based risk assets until something materially changes.
In short, stay crabby.
🔥🦀🔥
Discussion
Crab + continued inflation elevated above fed’s 2% goal = financial repression. Welcome to financially engineered reality 👌
🤙
Any thought on the fed increasing their inflation target?
How much (if any) more effect does US net liquidity have on US risk assets than global net liquidity on US risk assets. It all seems so interconnected now that my intuition is global net liquidity is the primary driver.
I honestly hope the price stays low so I can finish packing my bag
I wonder how next halving will go in an era of reduced liquidity…
I wish I understood how much money printing contributed to bitcoin early price rise while I was in residency…