Episode Details

On the Margin: The Fed Put Is In & Global Easing Has Begun | Weekly Roundup
8/24/2024
On The Margin β†—

Key Insights

Bullish:

  • 🟒 $EQUITIES - Equities are expected to benefit from global central bank easing and increased liquidity, with potential inflows as all global banks are now easing.
    • β€œYou're gonna get inflows probably in equities. All global banks are now easing. I just don't Unless there are credit problems in the system, this is a global liquidity, cycle that is going up.” - Tyler (0:37)
  • 🟒 $BONDS - πŸ”’
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  • 🟒 $HOUSING - πŸ”’
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  • 🟒 $UFO - πŸ”’
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  • 🟒 $XBI - πŸ”’
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  • 🟒 $CRYPTO - πŸ”’
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