Macroliquidity is flattening as the Fed withdraws money from the banking system and extinguishes it. That means that there is less and less money available to absorb new securities issuance, particularly US Treasuries.
Bonds have been pummeled. But sellers of bonds used the liquidity generated by US commercial bank and foreign central bank buying to liquidate and rotate into stocks.
There’s a problem looming however. Liquidity growth will soon turn from flat to negative. Here are the details on when that will happen and what to expect when it does.
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