Global liquidity leads company earnings with a lag. The tightening in liquidity in 2022 has been like nothing we have seen for 30 years. Now we just wait for this to feed through to earnings. 2023 will be a year to remember… December 23, 2022 2:15 pm by IWB by silvertomars The Anti Narrative FED rate hike chart. So many people circulating rate hike charts missing out the 70s… Inflation is insane!