EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

“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?