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Gains Pains & Capital Profile picture
Gains Pains & Capital
@GainsPainsCapit
Subscribe to Gains Pains & Capital and start receiving Graham Summers' daily market commentary to your inbox every morning. https://t.co/angyVgvM5W
Jun 26, 2018 • 11 tweets • 2 min read
If you think what's happening in the markets has ANYTHING to do with tarffis, you need to rethink some things. The single most important factor for the markets is...LIQUIDITY. The Fed is pulling liquidity out of the market at its fastest pace in decades... possibly ever. What started as a $10B per month QT program has hit $30 B per month and will soon be $50B per month.