Liquidity Withdrawal | Recession Risks & Global Slowdown | Blue Line Futures Macro Corner Episode 8
Posted: July 26, 2022, 5:35 a.m.
Paul Wankmueller, CMT and Jannis Meindl discuss the Fed's QT cycle and how tightening financial conditions affect risk assets. The two also discuss U.S. recession risks and a red-hot warning of the 2s10s yield curve. Towards the end of the podcast, Paul and Jannis talk about global currency markets that reflect the global economic state. Access the episode's chart booklet here: Macro Corner Episode 8, Chart Booklet
Access Jannis Meindl's macro article titled The Withdrawal of Liquidity published on July 24, 2022.
Check out the episode on your favorite podcast app:
- Spotify
Timecodes:
0:00 - Disclosure
0:20 - Fed Policy & Intro
3:14 - U.S. Job Market
5:15 - Fed Treasury Holdings & Quantitative Tightening
10:34 - Bond Market Volatility
13:36 - High Yield Credit
17:08 - Yield Curve
21:16 - Global Currencies & Economic Slowdown
24:09 - Liquidity & Central Bank Divergence
26:10 - ECB Rate Hike & Fragmentation Tool
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Futures trading involves substantial risk of loss and may not be suitable for all investors. Therefore, carefully consider whether such trading is suitable for you in light of your financial condition. Trading advice is based on information taken from trade and statistical services and other sources Blue Line Futures, LLC believes are reliable. We do not guarantee that such information is accurate or complete and it should not be relied upon as such. Trading advice reflects our good faith judgment at a specific time and is subject to change without notice. There is no guarantee that the advice we give will result in profitable trades. All trading decisions will be made by the account holder. Past performance is not necessarily indicative of future results.
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