The US Must Inflate Or Die. AIA Weekly 3-18-23

Actionable Intelligence Alert
19/03/2023 1h 15min

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Episode Synopsis

Things are breaking due to rates being too high.

In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.

Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?



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