EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse

GL Indexes

Mon 27 Jun 2022 - 15:00 BST

Topics

Persistence of inflation will lead Fed to front-load tightening

Why SPX is set to test 3200, and may be 2500 (minus 35%)?

Are we already in recession?

Is it time to buy US Treasuries?

Why China is being forced to tighten?

What are the risks for Eurozone and Japan?

When will the Fed be forced to restart QE?

Could the Fed’s balance sheet double in size again in next 5 years?