https://twitter.com/GregMannarino/status/1238977742776832001
https://twitter.com/dynamicvol/status/1239010102612459526
Deficits are going to skyrocket globally. Will that huge need for debt cause QE to be aimed only at bond mkts?
In other words, does any new global QE 💰that used to leak into stocks (Portfolio Balance Channel) now need to remain in bond mkts + what does that mean for stocks?🤔 pic.twitter.com/D7U5GVBBbb
— M/1_LP (@MI_Investments) March 15, 2020