2025-07-05 18:19
this new liquidity will reach financial markets first, before reaching the "real economy"equity, cryptocurrencies all go up in prices. bubble further fueled. you know what (eventually) happens to all bubblesGold & Co. is a great hedge
once FED lowers interest rates, it's likely to put downward pressure on yields - assuming term premia doesn't increase by morein the end, the yields will be higher than in the last 20 years, for the same FED funds rateQE/liquidity injections will further devalue USD