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Podcast: Inflection Point
Episode: The End Of "Peak Liquidity" | Mr. Blonde
Description: On today's episode of "On the Margin", Anonymous analyst Mr Blonde joins the show for a discussion on the cyclical forces driving markets in 2022.We discuss the increasing recession signals and how they will effect earnings for the second half of 2022. With a rising dollar, 9.1% inflation, an increasingly hawkish Fed and the end of "peak liquidity", just how will all these forces effect equity markets throughout 2022? To find out, you'll have to tune!--Follow Mr. Blonde: https://twitter.com/MrBlonde_macroFollow Mike: https://twitter.com/MikeIppolito_