So.. it’s prime time to stack sats, given that the Fed and ECB are likely to eventually go back to cutting the rates come ‘unknown and variable lag’ hits the fan?
Discussion
Imo it’s more about QE than rates.
But yeah I think there is a bit more pain and choppiness ahead and then they will have another liquidity response.
there is more to economy than money
if tomorrow every single person with over 120 IQ was executed you financial types wouldn't know what the effect on economy would be
i can tell you though - it would result in human extinction within 10 years
this is more or less the path we're on anyway
Ye of little faith
The only evidence that we have about IQ is that it gets higher. https://youtu.be/FkKPsLxgpuY?si=E2-UIpe0tsiN_fNV
So where do you come to your conclusions?
Whats the scenario that we go extinct?
Great thread! Can you help explain how central bankers might fight inflation and exorbantly rising home prices/CPI while also lowering interest rates? Is this practically possible?
In a general look, I can't see rates falling/QE anytime soon.
I'm also assuming that mass liquidity is mostly a product of QE/Interest rates.
There was so much QE given over the past decade and pandemic stimulus.
Just looking at these graphs makes me think that they’re going to find themselves between a rock and a hard place in not too distant future! 