Lacy Hunt and Danielle DiMartino Booth on Liquidity and Problems the Fed Faces – Mish Talk

Hedgeye TV Lach Hunt Danielle Booth

Danielle DiMartino Booth 1-on-1 with Lacy Hunt

please consider Danielle DiMartino Booth 1-on-1 with Lacy Hunt

The pair discuss liquidity, velocity, the Fed PUT, QT, who inflation hurts most, the stock market sectors most affected, who inflation hurts most and when recession hits.

Booth noted that housing prices are just starting to come down so headline CPI may be high into 2023.

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