A Liquidity Crisis Is Already Here -- And The Fed's Next Move Could Change Everything

A liquidity bomb is coming to the markets, with positive effects on stock prices but with consequences for inflation that will need to be assessed.I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on e ...