Coordinated Central Bank Action
Coordinated Central Bank Action
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Paywall is coming.
MOST IMPORTANT THING:
“Coordinated central bank action to enhance the provision of U.S. dollar liquidity” (Basically everyone needs dollars and the fed is right there to the rescue). The fed did this in covid 2020, aka “the rip your face off rally”. Link Here
Now for the quick points:
The pitch for Bitcoin & Gold is there… If the Fed pivots too early and turns dovish into a high inflation scenario, it would be bearish for USD thus helping bid BTC & gold
QQQ to $320 & BTC to $30K
QUAL>SPY
Swiss National Bank is in BIG trouble. The US will come to the rescue for peanuts. Link Here
Fed balance sheet soars by $300BN as Fed is back in the bailout business.
Remember… Trading one asset class is trading blind.
Last week we said to watch for the rally in Bitcoin, Nvidia& Google. Below is the performance from last week.
QQQ to $320
QUAL>SPY
Small/medium banks account for 60% of residential real estate lending & 80% of commercial real estate lending. Help in the sector is needed.
Crisis in FRA-OIS too.
The Fed had to step in already and erase 50% of their QT balance sheet progress in one day.
Fed became a lender of last resort to other central banks during Covid 2020 and no one is talking about it. Very Important. HERE
Return always wants its risk payment. NOT INVESTMENT ADVICE