EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 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?