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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.

🔥🦀🔥
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Knightstr 2y ago

Crab + continued inflation elevated above fed’s 2% goal = financial repression. Welcome to financially engineered reality 👌

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