It appears that global liquidity peaked 2mo back & is now evaporating
*Attn: for more info on today’s ‘inflation fade’ ~ here’s an article I wrote 3 weeks ago highlighting that the inflation trade was grossly overcrowded, leading to diminished upside (remember it’s about magnitude of correctness > frequency of correctness)https://t.co/LOgQZvijph — Adem Tumerkan (@RadicalAdem) June 13, 2021 #recession … #Fed/#Treasury Pushing on a String edition https://t.co/viie3rWp5y … Read more