Archivo: January 2019

Tightening liquidity… are we closer than ever to the end of rate hikes?

01/23/2019 • Newsletters

While the Fed has now been tightening for three years, we are now closer to the end of rate hikes. Moreover, Europe has now stopped bond purchases, leaving Japan as the sole bastion of quantitate easing. Liquidity conditions are now heralding the removal of financial repression and this will put the riskiest assets at risk of a dramatic repricing as safer assets now pay a yield.

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