5 Comments
author

great question, and I will do more writings/videos on what exactly we mean by liquidity, how we measure it

in short, I use the term liquidity generically to refer to the quantity of capital available to markets but don't measure it with an index; I also don't think pure Fed balance sheet liquidity is enough, but I have in the past struck charts calling Fed liabilities "liquidity"

also, bringing on Michael Howell in a couple weeks

Expand full comment
Apr 29Liked by Joe Consorti

"Analysts, checking in πŸ‘‹" I'm dying hahahah πŸ˜‚πŸ˜‚

Expand full comment
author

lol he forgot to mention boss still had to write his section πŸ˜‚

Expand full comment

Happy Birthday Joe, do not get eaten by a shark, but if you see a whale, give it a high five!

Expand full comment
author

Thanks Sal!

Expand full comment